Fidelis Capital Partners’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 | $970K | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $420K | Buy |
|