Drive Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,042
| Closed | -$465K | – | 358 |
|
|
2024
Q2 | $465K | Buy |
1,042
+29
| +3% | +$12.9K | 0.13% | 141 |
|
|
2024
Q1 | $431K | Buy |
1,013
+15
| +2% | +$6.38K | 0.12% | 155 |
|
|
2023
Q4 | $439K | Buy |
998
+46
| +5% | +$20.3K | 0.14% | 134 |
|
|
2023
Q3 | $348K | Buy |
952
+96
| +11% | +$35.1K | 0.13% | 152 |
|
|
2023
Q2 | $343K | Buy |
856
+89
| +12% | +$35.7K | 0.13% | 152 |
|
|
2023
Q1 | $264K | Buy |
767
+111
| +17% | +$38.3K | 0.11% | 199 |
|
|
2022
Q4 | $220K | Buy |
+656
| New | +$220K | 0.11% | 201 |
|