ERn Financial LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,671
| Closed | -$849K | – | 176 |
|
|
2025
Q1 | $849K | Sell |
1,671
-95
| -5% | -$48.3K | 0.13% | 108 |
|
|
2024
Q4 | $879K | Buy |
1,766
+62
| +4% | +$30.9K | 0.13% | 109 |
|
|
2024
Q3 | $880K | Sell |
1,704
-36
| -2% | -$18.6K | 0.13% | 106 |
|
|
2024
Q2 | $776K | Buy |
1,740
+20
| +1% | +$8.92K | 0.13% | 109 |
|
|
2024
Q1 | $732K | Sell |
1,720
-661
| -28% | -$281K | 0.13% | 110 |
|
|
2023
Q4 | $1.05M | Buy |
2,381
+63
| +3% | +$27.7K | 0.2% | 86 |
|
|
2023
Q3 | $847K | Buy |
2,318
+219
| +10% | +$80K | 0.18% | 94 |
|
|
2023
Q2 | $842K | Buy |
2,099
+50
| +2% | +$20K | 0.18% | 95 |
|
|
2023
Q1 | $707K | Sell |
2,049
-316
| -13% | -$109K | 0.16% | 100 |
|
|
2022
Q4 | $792K | Buy |
2,365
+185
| +8% | +$62K | 0.18% | 94 |
|
|
2022
Q3 | $666K | Buy |
2,180
+134
| +7% | +$40.9K | 0.17% | 94 |
|
|
2022
Q2 | $690K | Buy |
2,046
+844
| +70% | +$285K | 0.17% | 92 |
|
|
2022
Q1 | $493K | Buy |
+1,202
| New | +$493K | 0.11% | 109 |
|