FullCircle Wealth’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 | $984K | Buy |
1,748
+18
| +1% | +$10.1K | 0.37% | 95 |
|
|
2025
Q1 | $829K | Buy |
1,730
+13
| +0.8% | +$6.23K | 0.34% | 98 |
|
|
2024
Q4 | $931K | Sell |
1,717
-72
| -4% | -$39K | 0.38% | 88 |
|
|
2024
Q3 | $872K | Buy |
1,789
+21
| +1% | +$10.2K | 0.39% | 87 |
|
|
2024
Q2 | $852K | Buy |
+1,768
| New | +$852K | 0.42% | 82 |
|