Golden State Equity Partners’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 | $979K | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $857K | Sell |
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|
2021
Q2 | $880K | Buy |
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