Fortem Financial Group’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 | $921K | Buy |
1,747
+1,095
| +168% | +$577K | 0.3% | 76 |
|
|
2025
Q1 | $331K | Buy |
+652
| New | +$331K | 0.13% | 148 |
|
|
2022
Q3 | – | Sell |
-713
| Closed | -$240K | – | 175 |
|
|
2022
Q2 | $240K | Sell |
713
-8,134
| -92% | -$2.74M | 0.16% | 150 |
|
|
2022
Q1 | $3.63M | Buy |
8,847
+3,469
| +65% | +$1.42M | 1.59% | 8 |
|
|
2021
Q4 | $2.54M | Buy |
5,378
+224
| +4% | +$106K | 1.16% | 25 |
|
|
2021
Q3 | $2.19M | Buy |
5,154
+129
| +3% | +$54.8K | 1.11% | 30 |
|
|
2021
Q2 | $2.06M | Buy |
5,025
+790
| +19% | +$324K | 1.05% | 29 |
|
|
2021
Q1 | $1.49M | Sell |
4,235
-19
| -0.4% | -$6.7K | 0.87% | 38 |
|
|
2020
Q4 | $1.4M | Sell |
4,254
-261
| -6% | -$85.8K | 0.84% | 38 |
|
|
2020
Q3 | $1.63M | Buy |
+4,515
| New | +$1.63M | 1.18% | 22 |
|