Envestnet Portfolio Solutions’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.15M | Sell |
17,347
-1,901
| -10% | -$1M | 0.03% | 240 |
|
|
2025
Q1 | $9.78M | Sell |
19,248
-6,815
| -26% | -$3.46M | 0.04% | 232 |
|
|
2024
Q4 | $13M | Sell |
26,063
-4,090
| -14% | -$2.04M | 0.04% | 209 |
|
|
2024
Q3 | $15.6M | Buy |
30,153
+139
| +0.5% | +$71.8K | 0.05% | 183 |
|
|
2024
Q2 | $13.4M | Buy |
30,014
+1,405
| +5% | +$627K | 0.05% | 192 |
|
|
2024
Q1 | $12.2M | Buy |
28,609
+1,294
| +5% | +$551K | 0.05% | 199 |
|
|
2023
Q4 | $12M | Buy |
27,315
+2,272
| +9% | +$1M | 0.05% | 187 |
|
|
2023
Q3 | $9.15M | Buy |
+25,043
| New | +$9.15M | 0.04% | 196 |
|