Glass Jacobson Investment 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
Sell
-36
Closed -$17.9K 812
2025
Q1
$17.9K Hold
36
0.01% 527
2024
Q4
$17.9K Buy
+36
New +$17.9K 0.01% 527