D'Orazio & Associates’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 | $411K | Sell |
779
-15
| -2% | -$7.91K | 0.06% | 124 |
|
|
2025
Q1 | $403K | Buy |
794
+102
| +15% | +$51.8K | 0.06% | 119 |
|
|
2024
Q4 | $345K | Sell |
692
-16
| -2% | -$7.97K | 0.05% | 128 |
|
|
2024
Q3 | $366K | Buy |
708
+33
| +5% | +$17K | 0.05% | 119 |
|
|
2024
Q2 | $301K | Buy |
675
+80
| +13% | +$35.7K | 0.05% | 129 |
|
|
2024
Q1 | $253K | Buy |
595
+112
| +23% | +$47.6K | 0.04% | 144 |
|
|
2023
Q4 | $213K | Sell |
483
-84
| -15% | -$37K | 0.04% | 155 |
|
|
2023
Q3 | $207K | Buy |
+567
| New | +$207K | 0.05% | 132 |
|
|
2021
Q4 | – | Sell |
-181
| Closed | -$77K | – | 618 |
|
|
2021
Q3 | $77K | Buy |
181
+156
| +624% | +$66.4K | 0.02% | 155 |
|
|
2021
Q2 | $10K | Hold |
25
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $9K | Buy |
+25
| New | +$9K | ﹤0.01% | 294 |
|