Foundations Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
2,783
+95
| +4% | +$50.1K | 0.02% | 349 |
|
|
2025
Q1 | $1.37M | Buy |
2,688
+27
| +1% | +$13.7K | 0.03% | 349 |
|
|
2024
Q4 | $1.33M | Buy |
2,661
+433
| +19% | +$216K | 0.03% | 356 |
|
|
2024
Q3 | $1.15M | Buy |
2,228
+95
| +4% | +$49.1K | 0.02% | 339 |
|
|
2024
Q2 | $951K | Buy |
2,133
+22
| +1% | +$9.81K | 0.02% | 345 |
|
|
2024
Q1 | $898K | Sell |
2,111
-31
| -1% | -$13.2K | 0.02% | 339 |
|
|
2023
Q4 | $980K | Buy |
2,142
+19
| +0.9% | +$8.69K | 0.03% | 312 |
|
|
2023
Q3 | $776K | Buy |
2,123
+42
| +2% | +$15.4K | 0.02% | 314 |
|
|
2023
Q2 | $834K | Sell |
2,081
-442
| -18% | -$177K | 0.03% | 287 |
|
|
2023
Q1 | $870K | Buy |
2,523
+685
| +37% | +$236K | 0.03% | 257 |
|
|
2022
Q4 | $616K | Sell |
1,838
-1
| -0.1% | -$335 | 0.02% | 254 |
|
|
2022
Q3 | $562K | Sell |
1,839
-44
| -2% | -$13.4K | 0.02% | 220 |
|
|
2022
Q2 | $657K | Buy |
1,883
+54
| +3% | +$18.8K | 0.03% | 190 |
|
|
2022
Q1 | $709K | Buy |
+1,829
| New | +$709K | 0.03% | 155 |
|