Epic Trust Investment Advisors’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
2024
Q2
$379K Buy
2024
Q1
$348K Buy
2023
Q4
$357K Sell
2023
Q3
$303K Buy
2023
Q2
$332K Sell
2023
Q1
$393K Sell
2022
Q4
$544K Sell
2022
Q3
$514K Buy