Ellevest Inc’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
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.59M | Hold |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $740K | Sell |
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|
2022
Q2 | $838K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | $188K | Buy |
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|
2019
Q1 | $171K | Hold |
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|
2018
Q4 | $138K | Buy |
|