Financial Alternatives’s S&P Global SPGI Stock Holding History

Financial Alternatives’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Hold
2025 Q1	$278K	Sell
2024 Q4	$323K	Hold
2024 Q3	$335K	Buy
2024 Q2	$244K	Hold
2024 Q1	$233K	Hold
2023 Q4	$241K	Hold
2023 Q3	$200K	Hold
2023 Q2	$220K	Buy