ERn Financial LLC’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
Q2 | – | Sell |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $880K | Sell |
|
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|
2024
Q2 | $776K | Buy |
|
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|
2024
Q1 | $732K | Sell |
|
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|
2023
Q4 | $1.05M | Buy |
|
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|
2023
Q3 | $847K | Buy |
|
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $707K | Sell |
|
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|
2022
Q4 | $792K | Buy |
|
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|
2022
Q3 | $666K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $493K | Buy |
|