Evoke Wealth’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 | $2.56M | Buy |
4,864
+316
| +7% | +$167K | 0.06% | 121 |
|
|
2025
Q1 | $2.31M | Buy |
4,548
+168
| +4% | +$85.4K | 0.06% | 123 |
|
|
2024
Q4 | $2.18M | Buy |
4,380
+164
| +4% | +$81.7K | 0.06% | 120 |
|
|
2024
Q3 | $2.18M | Buy |
+4,216
| New | +$2.18M | 0.06% | 116 |
|
|
2024
Q2 | – | Sell |
-5,425
| Closed | -$2.31M | – | 341 |
|
|
2024
Q1 | $2.31M | Buy |
+5,425
| New | +$2.31M | 0.07% | 101 |
|
|
2023
Q4 | – | Sell |
-11,625
| Closed | -$4.25M | – | 308 |
|
|
2023
Q3 | $4.25M | Buy |
11,625
+463
| +4% | +$169K | 0.15% | 75 |
|
|
2023
Q2 | $4.47M | Sell |
11,162
-1,643
| -13% | -$659K | 0.16% | 68 |
|
|
2023
Q1 | $4.41M | Sell |
12,805
-1,305
| -9% | -$450K | 0.16% | 61 |
|
|
2022
Q4 | $4.73M | Sell |
14,110
-2,544
| -15% | -$852K | 0.17% | 64 |
|
|
2022
Q3 | $5.09M | Sell |
16,654
-1,892
| -10% | -$578K | 0.21% | 53 |
|
|
2022
Q2 | $6.25M | Sell |
18,546
-1,428
| -7% | -$481K | 0.23% | 51 |
|
|
2022
Q1 | $8.19M | Buy |
19,974
+4,839
| +32% | +$1.98M | 0.27% | 47 |
|
|
2021
Q4 | $7.14M | Buy |
15,135
+4
| +0% | +$1.89K | 0.23% | 55 |
|
|
2021
Q3 | $6.43M | Sell |
15,131
-219
| -1% | -$93.1K | 0.24% | 52 |
|
|
2021
Q2 | $6.3M | Sell |
15,350
-1,712
| -10% | -$703K | 0.24% | 54 |
|
|
2021
Q1 | $6.02M | Buy |
17,062
+16,945
| +14,483% | +$5.98M | 0.27% | 48 |
|
|
2020
Q4 | $38K | Hold |
117
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $42K | Hold |
117
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $39K | Sell |
117
-6
| -5% | -$2K | ﹤0.01% | 380 |
|
|
2020
Q1 | $30.2K | Sell |
123
-34
| -22% | -$8.33K | ﹤0.01% | 385 |
|
|
2019
Q4 | $42.9K | Buy |
157
+6
| +4% | +$1.64K | 0.01% | 447 |
|
|
2019
Q3 | $37K | Buy |
+151
| New | +$37K | ﹤0.01% | 520 |
|