DHJJ Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
281
| – | – | 0.05% | 204 |
|
|
2025
Q1 | $143K | Hold |
281
| – | – | 0.06% | 181 |
|
|
2024
Q4 | $140K | Hold |
281
| – | – | 0.05% | 186 |
|
|
2024
Q3 | $145K | Hold |
281
| – | – | 0.06% | 179 |
|
|
2024
Q2 | $125K | Hold |
281
| – | – | 0.05% | 184 |
|
|
2024
Q1 | $120K | Hold |
281
| – | – | 0.05% | 181 |
|
|
2023
Q4 | $124K | Hold |
281
| – | – | 0.06% | 175 |
|
|
2023
Q3 | $103K | Buy |
+281
| New | +$103K | 0.05% | 181 |
|