ETIA
Epic Trust Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $379K | Buy |
850
+32
| +4% | +$14.3K | 0.42% | 61 |
|
|
2024
Q1 | $348K | Buy |
818
+8
| +1% | +$3.4K | 0.43% | 65 |
|
|
2023
Q4 | $357K | Sell |
810
-20
| -2% | -$8.81K | 0.48% | 57 |
|
|
2023
Q3 | $303K | Buy |
830
+1
| +0.1% | +$365 | 0.48% | 61 |
|
|
2023
Q2 | $332K | Sell |
829
-312
| -27% | -$125K | 0.47% | 55 |
|
|
2023
Q1 | $393K | Sell |
1,141
-513
| -31% | -$177K | 0.48% | 58 |
|
|
2022
Q4 | $544K | Sell |
1,654
-29
| -2% | -$9.54K | 0.82% | 34 |
|
|
2022
Q3 | $514K | Buy |
+1,683
| New | +$514K | 0.71% | 40 |
|