GoalVest Advisory’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 | $118K | Buy |
224
+94
| +72% | +$49.6K | 0.03% | 160 |
|
|
2025
Q1 | $66.1K | Buy |
130
+1
| +0.8% | +$508 | 0.02% | 165 |
|
|
2024
Q4 | $64.3K | Sell |
129
-24
| -16% | -$12K | 0.02% | 171 |
|
|
2024
Q3 | $79K | Buy |
153
+24
| +19% | +$12.4K | 0.02% | 155 |
|
|
2024
Q2 | $57.5K | Sell |
129
-92
| -42% | -$41K | 0.02% | 165 |
|
|
2024
Q1 | $94K | Buy |
221
+55
| +33% | +$23.4K | 0.03% | 147 |
|
|
2023
Q4 | $73.1K | Buy |
166
+16
| +11% | +$7.05K | 0.03% | 112 |
|
|
2023
Q3 | $54.8K | Buy |
150
+38
| +34% | +$13.9K | 0.03% | 139 |
|
|
2023
Q2 | $44.9K | Buy |
112
+54
| +93% | +$21.7K | 0.02% | 146 |
|
|
2023
Q1 | $20K | Sell |
58
-9
| -13% | -$3.1K | 0.01% | 159 |
|
|
2022
Q4 | $22.4K | Hold |
67
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $20K | Sell |
67
-1,817
| -96% | -$542K | 0.01% | 157 |
|
|
2022
Q2 | $649K | Buy |
1,884
+23
| +1% | +$7.92K | 0.41% | 78 |
|
|
2022
Q1 | $763K | Buy |
+1,861
| New | +$763K | 0.43% | 65 |
|
|
2021
Q2 | $1.22M | Buy |
2,959
+86
| +3% | +$35.3K | 0.75% | 40 |
|
|
2021
Q1 | $1.01M | Buy |
2,873
+449
| +19% | +$158K | 0.76% | 41 |
|
|
2020
Q4 | $797K | Buy |
+2,424
| New | +$797K | 0.67% | 49 |
|