Gen-Wealth Partners’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 | $522K | Hold |
990
| – | – | 0.2% | 128 |
|
|
2025
Q1 | $503K | Sell |
990
-148
| -13% | -$75.2K | 0.21% | 130 |
|
|
2024
Q4 | $567K | Buy |
1,138
+38
| +3% | +$18.9K | 0.24% | 110 |
|
|
2024
Q3 | $535K | Sell |
1,100
-37
| -3% | -$18K | 0.23% | 121 |
|
|
2024
Q2 | $507K | Buy |
1,137
+110
| +11% | +$49.1K | 0.25% | 100 |
|
|
2024
Q1 | $437K | Buy |
+1,027
| New | +$437K | 0.22% | 124 |
|