Global Retirement 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 | $1.28M | Buy |
+2,431
| New | +$1.28M | 0.03% | 440 |
|
|
2024
Q4 | $704K | Buy |
1,413
+189
| +15% | +$94.1K | 0.02% | 533 |
|
|
2024
Q3 | $632K | Buy |
1,224
+143
| +13% | +$73.9K | 0.02% | 571 |
|
|
2024
Q2 | $482K | Buy |
1,081
+483
| +81% | +$215K | 0.02% | 623 |
|
|
2024
Q1 | $254K | Sell |
598
-66
| -10% | -$28.1K | 0.01% | 708 |
|
|
2023
Q4 | $290K | Buy |
664
+198
| +42% | +$86.5K | 0.01% | 624 |
|
|
2023
Q3 | $169K | Sell |
466
-13
| -3% | -$4.72K | 0.01% | 734 |
|
|
2023
Q2 | $192K | Sell |
479
-64
| -12% | -$25.6K | 0.01% | 713 |
|
|
2023
Q1 | $190K | Buy |
543
+181
| +50% | +$63.3K | 0.01% | 689 |
|
|
2022
Q4 | $121K | Buy |
362
+157
| +77% | +$52.6K | 0.01% | 752 |
|
|
2022
Q3 | $66K | Sell |
205
-28
| -12% | -$9.02K | 0.01% | 918 |
|
|
2022
Q2 | $79K | Buy |
233
+53
| +29% | +$18K | 0.01% | 834 |
|
|
2022
Q1 | $63K | Buy |
+180
| New | +$63K | 0.01% | 904 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$37K | – | 1569 |
|
|
2021
Q3 | $37K | Buy |
86
+30
| +54% | +$12.9K | ﹤0.01% | 958 |
|
|
2021
Q2 | $23K | Sell |
56
-69
| -55% | -$28.3K | ﹤0.01% | 1148 |
|
|
2021
Q1 | $44K | Sell |
125
-29
| -19% | -$10.2K | 0.01% | 839 |
|
|
2020
Q4 | $51K | Sell |
154
-10
| -6% | -$3.31K | 0.01% | 719 |
|
|
2020
Q3 | $59K | Hold |
164
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $54K | Hold |
164
| – | – | 0.01% | 619 |
|
|
2020
Q1 | $40K | Buy |
164
+98
| +148% | +$23.9K | 0.01% | 623 |
|
|
2019
Q4 | $18K | Sell |
66
-37
| -36% | -$10.1K | ﹤0.01% | 982 |
|
|
2019
Q3 | $25K | Sell |
103
-12
| -10% | -$2.91K | ﹤0.01% | 826 |
|
|
2019
Q2 | $26K | Sell |
115
-14
| -11% | -$3.17K | 0.01% | 807 |
|
|
2019
Q1 | $27K | Buy |
129
+25
| +24% | +$5.23K | 0.01% | 732 |
|
|
2018
Q4 | $18K | Buy |
104
+25
| +32% | +$4.33K | ﹤0.01% | 791 |
|
|
2018
Q3 | $15K | Buy |
79
+37
| +88% | +$7.03K | ﹤0.01% | 923 |
|
|
2018
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 1038 |
|
|
2018
Q1 | $8K | Buy |
42
+4
| +11% | +$762 | ﹤0.01% | 1033 |
|
|
2017
Q4 | $6K | Sell |
38
-3
| -7% | -$474 | ﹤0.01% | 1079 |
|
|
2017
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 973 |
|
|
2017
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 915 |
|
|
2017
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 920 |
|
|
2016
Q4 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 885 |
|