Elevation Wealth Partners’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 | $68.5K | Hold |
130
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $66.1K | Hold |
130
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $64.7K | Sell |
130
-20
| -13% | -$9.96K | 0.03% | 204 |
|
|
2024
Q3 | $77.5K | Hold |
150
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $66.9K | Hold |
150
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $63.8K | Hold |
150
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $54.8K | Buy |
+150
| New | +$54.8K | 0.03% | 198 |
|
|
2023
Q2 | – | Sell |
-108
| Closed | -$37.2K | – | 372 |
|
|
2023
Q1 | $37.2K | Buy |
+108
| New | +$37.2K | 0.03% | 185 |
|