Disciplina Capital Management’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 | $57.7K | Hold |
109
| – | – | 0.01% | 44 |
|
|
2025
Q1 | $55.5K | Sell |
109
-86
| -44% | -$43.8K | 0.01% | 42 |
|
|
2024
Q4 | $97K | Buy |
195
+1
| +0.5% | +$498 | 0.02% | 37 |
|
|
2024
Q3 | $100K | Sell |
194
-36
| -16% | -$18.6K | 0.02% | 37 |
|
|
2024
Q2 | $103K | Hold |
230
| – | – | 0.02% | 42 |
|
|
2024
Q1 | $97.7K | Buy |
230
+1
| +0.4% | +$425 | 0.02% | 44 |
|
|
2023
Q4 | $101K | Hold |
229
| – | – | 0.02% | 44 |
|
|
2023
Q3 | $83.6K | Buy |
229
+1
| +0.4% | +$365 | 0.02% | 46 |
|
|
2023
Q2 | $91.5K | Buy |
228
+146
| +178% | +$58.6K | 0.02% | 44 |
|
|
2023
Q1 | $28.3K | Sell |
82
-9
| -10% | -$3.1K | 0.01% | 46 |
|
|
2022
Q4 | $30.4K | Hold |
91
| – | – | 0.01% | 47 |
|
|
2022
Q3 | $27.6K | Buy |
91
+1
| +1% | +$304 | 0.01% | 44 |
|
|
2022
Q2 | $30.4K | Hold |
90
| – | – | 0.01% | 42 |
|
|
2022
Q1 | $37K | Buy |
90
+6
| +7% | +$2.46K | 0.01% | 42 |
|
|
2021
Q4 | $39.7K | Buy |
+84
| New | +$39.7K | 0.01% | 39 |
|