GA
Goldstein Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
569
-22
| -4% | -$11.6K | 0.04% | 133 |
|
|
2025
Q1 | $300K | Sell |
591
-50
| -8% | -$25.4K | 0.04% | 138 |
|
|
2024
Q4 | $319K | Buy |
641
+6
| +0.9% | +$2.99K | 0.05% | 131 |
|
|
2024
Q3 | $328K | Buy |
635
+54
| +9% | +$27.9K | 0.05% | 115 |
|
|
2024
Q2 | $259K | Sell |
581
-4
| -0.7% | -$1.78K | 0.04% | 133 |
|
|
2024
Q1 | $249K | Sell |
585
-14
| -2% | -$5.96K | 0.04% | 137 |
|
|
2023
Q4 | $264K | Sell |
599
-33
| -5% | -$14.5K | 0.04% | 147 |
|
|
2023
Q3 | $231K | Sell |
632
-133
| -17% | -$48.6K | 0.05% | 123 |
|
|
2023
Q2 | $307K | Sell |
765
-15
| -2% | -$6.01K | 0.06% | 100 |
|
|
2023
Q1 | $269K | Sell |
780
-10
| -1% | -$3.45K | 0.06% | 107 |
|
|
2022
Q4 | $265K | Buy |
+790
| New | +$265K | 0.06% | 109 |
|