Great Lakes Retirement’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 | $2.32M | Buy |
4,396
+2
| +0% | +$1.06K | 0.27% | 84 |
|
|
2025
Q1 | $2.23M | Sell |
4,394
-35
| -0.8% | -$17.8K | 0.29% | 82 |
|
|
2024
Q4 | $2.21M | Sell |
4,429
-80
| -2% | -$39.8K | 0.28% | 84 |
|
|
2024
Q3 | $2.33M | Sell |
4,509
-15
| -0.3% | -$7.75K | 0.3% | 80 |
|
|
2024
Q2 | $2.02M | Buy |
4,524
+21
| +0.5% | +$9.37K | 0.28% | 77 |
|
|
2024
Q1 | $1.92M | Sell |
4,503
-28
| -0.6% | -$11.9K | 0.28% | 73 |
|
|
2023
Q4 | $2M | Sell |
4,531
-34
| -0.7% | -$15K | 0.33% | 63 |
|
|
2023
Q3 | $1.67M | Buy |
4,565
+89
| +2% | +$32.5K | 0.3% | 67 |
|
|
2023
Q2 | $1.79M | Buy |
4,476
+41
| +0.9% | +$16.4K | 0.32% | 56 |
|
|
2023
Q1 | $1.53M | Buy |
+4,435
| New | +$1.53M | 0.29% | 68 |
|