Eclectic 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 | $343K | Sell |
650
-28
| -4% | -$14.8K | 0.07% | 94 |
|
|
2025
Q1 | $344K | Sell |
678
-24
| -3% | -$12.2K | 0.09% | 94 |
|
|
2024
Q4 | $350K | Hold |
702
| – | – | 0.1% | 96 |
|
|
2024
Q3 | $363K | Hold |
702
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $313K | Hold |
702
| – | – | 0.14% | 72 |
|
|
2024
Q1 | $299K | Hold |
702
| – | – | 0.14% | 74 |
|
|
2023
Q4 | $309K | Buy |
702
+49
| +8% | +$21.6K | 0.15% | 67 |
|
|
2023
Q3 | $239K | Buy |
+653
| New | +$239K | 0.12% | 73 |
|