First Affirmative Financial Network’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
Q1 | $735K | Buy |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $764K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $365K | Buy |
|