Diversified Portfolios Inc’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
Q1 | – | Sell |
-451
| Closed | -$225K | – | 148 |
|
|
2024
Q4 | $225K | Hold |
451
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $233K | Buy |
451
+2
| +0.4% | +$1.03K | 0.03% | 130 |
|
|
2024
Q2 | $200K | Buy |
+449
| New | +$200K | 0.03% | 134 |
|
|
2024
Q1 | – | Sell |
-566
| Closed | -$249K | – | 128 |
|
|
2023
Q4 | $249K | Sell |
566
-1
| -0.2% | -$441 | 0.04% | 117 |
|
|
2023
Q3 | $207K | Buy |
567
+1
| +0.2% | +$365 | 0.04% | 115 |
|
|
2023
Q2 | $227K | Buy |
+566
| New | +$227K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-3,066
| Closed | -$1.26M | – | 144 |
|
|
2022
Q1 | $1.26M | Buy |
+3,066
| New | +$1.26M | 0.3% | 49 |
|