EdgeRock Capital’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 |
-94
| Closed | -$41.9K | – | 256 |
|
|
2024
Q2 | $41.9K | Buy |
+94
| New | +$41.9K | 0.03% | 120 |
|
|
2024
Q1 | – | Sell |
-95
| Closed | -$43.1K | – | 271 |
|
|
2023
Q4 | $43.1K | Buy |
+95
| New | +$43.1K | 0.03% | 122 |
|
|
2022
Q4 | – | Sell |
-94
| Closed | -$29K | – | 343 |
|
|
2022
Q3 | $29K | Buy |
+94
| New | +$29K | 0.02% | 135 |
|