Endowment Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $260K | Buy |
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