FDx 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 | $249K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.12M | Hold |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $829K | Sell |
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|
2020
Q4 | $829K | Sell |
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|
2020
Q3 | $934K | Buy |
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|
2020
Q2 | $846K | Sell |
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|
2020
Q1 | $644K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $250K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $326K | Buy |
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|
2018
Q2 | $301K | Sell |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $342K | Buy |
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|
2017
Q3 | $292K | Sell |
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|
2017
Q2 | $406K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $395K | Buy |
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