Financial Alternatives’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 | $289K | Hold |
548
| – | – | 0.19% | 70 |
|
|
2025
Q1 | $278K | Sell |
548
-100
| -15% | -$50.8K | 0.2% | 67 |
|
|
2024
Q4 | $323K | Hold |
648
| – | – | 0.23% | 63 |
|
|
2024
Q3 | $335K | Buy |
648
+100
| +18% | +$51.7K | 0.24% | 62 |
|
|
2024
Q2 | $244K | Hold |
548
| – | – | 0.18% | 73 |
|
|
2024
Q1 | $233K | Hold |
548
| – | – | 0.18% | 72 |
|
|
2023
Q4 | $241K | Hold |
548
| – | – | 0.2% | 68 |
|
|
2023
Q3 | $200K | Hold |
548
| – | – | 0.19% | 75 |
|
|
2023
Q2 | $220K | Buy |
+548
| New | +$220K | 0.2% | 70 |
|