GC Wealth Management RIA’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 | $1.36M | Buy |
+2,582
| New | +$1.36M | 0.11% | 168 |
|
|
2025
Q1 | – | Sell |
-1,009
| Closed | -$503K | – | 324 |
|
|
2024
Q4 | $503K | Sell |
1,009
-102
| -9% | -$50.8K | 0.09% | 170 |
|
|
2024
Q3 | $574K | Sell |
1,111
-2
| -0.2% | -$1.03K | 0.1% | 174 |
|
|
2024
Q2 | $496K | Sell |
1,113
-181
| -14% | -$80.7K | 0.1% | 169 |
|
|
2024
Q1 | $551K | Sell |
1,294
-49
| -4% | -$20.8K | 0.11% | 158 |
|
|
2023
Q4 | $592K | Buy |
+1,343
| New | +$592K | 0.27% | 101 |
|