Endurance 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
2023
Q2
$234K Sell
2023
Q1
$206K Hold
2022
Q4
$200K Hold
2022
Q3
$182K Hold
2022
Q2
$201K Hold
2022
Q1
$245K Buy
2021
Q4
$32K Hold
2021
Q3
$29K Hold
2021
Q2
$27K Hold
2021
Q1
$24K Buy