Dynamic Advisor Solutions’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
Q3 | $6.21M | Buy |
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|
2025
Q2 | $6.57M | Buy |
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|
2025
Q1 | $5.96M | Buy |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $4.25M | Buy |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $3.01M | Buy |
|
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | $741K | Buy |
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|
2020
Q2 | $517K | Buy |
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