Goldstream Capital Management’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 | $163K | Hold |
309
| – | – | 0.05% | 47 |
|
|
2025
Q1 | $157K | Hold |
309
| – | – | 0.07% | 39 |
|
|
2024
Q4 | $154K | Hold |
309
| – | – | 0.04% | 39 |
|
|
2024
Q3 | $160K | Buy |
+309
| New | +$160K | 0.05% | 43 |
|
|
2023
Q4 | – | Sell |
-282
| Closed | -$103K | – | 49 |
|
|
2023
Q3 | $103K | Hold |
282
| – | – | 0.08% | 41 |
|
|
2023
Q2 | $113K | Sell |
282
-135
| -32% | -$54.1K | 0.08% | 33 |
|
|
2023
Q1 | $144K | Buy |
+417
| New | +$144K | 0.15% | 29 |
|