GoalVest Advisory’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109K | Hold |
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|
2025
Q2 | $118K | Buy |
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|
2025
Q1 | $66.1K | Buy |
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|
2024
Q4 | $64.3K | Sell |
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|
2024
Q3 | $79K | Buy |
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|
2024
Q2 | $57.5K | Sell |
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|
2024
Q1 | $94K | Buy |
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|
2023
Q4 | $73.1K | Buy |
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|
2023
Q3 | $54.8K | Buy |
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|
2023
Q2 | $44.9K | Buy |
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|
2023
Q1 | $20K | Sell |
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|
2022
Q4 | $22.4K | Hold |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $797K | Buy |
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