ECA
Elevated Capital Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Hold |
1,778
| – | – | 0.25% | 112 |
|
|
2025
Q1 | $904K | Sell |
1,778
-94
| -5% | -$47.8K | 0.25% | 112 |
|
|
2024
Q4 | $932K | Sell |
1,872
-1
| -0.1% | -$498 | 0.25% | 115 |
|
|
2024
Q3 | $968K | Buy |
1,873
+31
| +2% | +$16K | 0.26% | 110 |
|
|
2024
Q2 | $822K | Buy |
1,842
+203
| +12% | +$90.5K | 0.23% | 117 |
|
|
2024
Q1 | $697K | Buy |
1,639
+105
| +7% | +$44.7K | 0.2% | 115 |
|
|
2023
Q4 | $676K | Buy |
1,534
+120
| +8% | +$52.9K | 0.21% | 116 |
|
|
2023
Q3 | $517K | Sell |
1,414
-17
| -1% | -$6.21K | 0.18% | 123 |
|
|
2023
Q2 | $574K | Buy |
1,431
+107
| +8% | +$42.9K | 0.19% | 123 |
|
|
2023
Q1 | $456K | Buy |
1,324
+28
| +2% | +$9.65K | 0.16% | 129 |
|
|
2022
Q4 | $434K | Buy |
+1,296
| New | +$434K | 0.17% | 120 |
|