Fortis Group Advisors’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 | $47.5K | Hold |
90
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $45.7K | Hold |
90
| – | – | 0.01% | 218 |
|
|
2024
Q4 | $44.8K | Hold |
90
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $46.5K | Hold |
90
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $40.1K | Hold |
90
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $38.3K | Sell |
90
-90
| -50% | -$38.3K | 0.01% | 233 |
|
|
2023
Q4 | $79.3K | Buy |
180
+90
| +100% | +$39.6K | 0.02% | 151 |
|
|
2023
Q3 | $32.9K | Buy |
+90
| New | +$32.9K | 0.01% | 153 |
|
|
2020
Q3 | $32K | Buy |
+90
| New | +$32K | 0.01% | 227 |
|