FOA
Five Oceans Advisors’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Buy |
523
+3
| +0.6% | +$1.58K | 0.12% | 131 |
|
2025
Q1 | $264K | Buy |
520
+3
| +0.6% | +$1.52K | 0.13% | 121 |
|
2024
Q4 | $257K | Sell |
517
-20
| -4% | -$9.96K | 0.12% | 121 |
|
2024
Q3 | $277K | Buy |
537
+25
| +5% | +$12.9K | 0.13% | 130 |
|
2024
Q2 | $228K | Sell |
512
-5
| -1% | -$2.23K | 0.12% | 144 |
|
2024
Q1 | $220K | Hold |
517
| – | – | 0.11% | 167 |
|
2023
Q4 | $228K | Buy |
+517
| New | +$228K | 0.13% | 145 |
|
2023
Q3 | – | Sell |
-518
| Closed | -$208K | – | 158 |
|
2023
Q2 | $208K | Buy |
+518
| New | +$208K | 0.13% | 139 |
|
2022
Q2 | – | Sell |
-516
| Closed | -$212K | – | 142 |
|
2022
Q1 | $212K | Buy |
+516
| New | +$212K | 0.19% | 106 |
|