Dividend Assets Capital’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $643K | Hold |
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $939K | Hold |
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|
2022
Q4 | $939K | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $934K | Buy |
|