Elyxium Wealth’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
$293K Buy
555
+23
+4% +$12.1K 0.11% 136
2025
Q1
$270K Buy
+532
New +$270K 0.12% 126
2024
Q4
Sell
-470
Closed -$243K 124
2024
Q3
$243K Buy
+470
New +$243K 0.13% 109