EverSource Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $921K | Sell |
|
|||||
|
2025
Q2 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $708K | Buy |
|
|||||
|
2024
Q4 | $562K | Buy |
|
|||||
|
2024
Q3 | $335K | Buy |
|
|||||
|
2024
Q2 | $213K | Buy |
|
|||||
|
2024
Q1 | $181K | Buy |
|
|||||
|
2023
Q4 | $164K | Buy |
|
|||||
|
2023
Q3 | $124K | Buy |
|
|||||
|
2023
Q2 | $130K | Sell |
|
|||||
|
2023
Q1 | $137K | Buy |
|
|||||
|
2022
Q4 | $132K | Sell |
|
|||||
|
2022
Q3 | $152K | Buy |
|
|||||
|
2022
Q2 | $150K | Sell |
|
|||||
|
2022
Q1 | $196K | Buy |
|
|||||
|
2021
Q4 | $182K | Buy |
|