Great Valley Advisor Group’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 | $301K | Sell |
571
-1
| -0.2% | -$528 | 0.01% | 743 |
|
|
2025
Q1 | $291K | Sell |
572
-80
| -12% | -$40.7K | 0.01% | 735 |
|
|
2024
Q4 | $324K | Buy |
652
+61
| +10% | +$30.4K | 0.01% | 679 |
|
|
2024
Q3 | $305K | Buy |
591
+62
| +12% | +$32K | 0.01% | 684 |
|
|
2024
Q2 | $236K | Sell |
529
-7
| -1% | -$3.12K | 0.01% | 707 |
|
|
2024
Q1 | $228K | Sell |
536
-45
| -8% | -$19.1K | 0.01% | 674 |
|
|
2023
Q4 | $256K | Buy |
581
+13
| +2% | +$5.72K | 0.01% | 616 |
|
|
2023
Q3 | $207K | Buy |
568
+37
| +7% | +$13.5K | 0.01% | 625 |
|
|
2023
Q2 | $213K | Buy |
+531
| New | +$213K | 0.01% | 647 |
|