Guidance Capital’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,782
Closed -$777K 203
2023
Q4
$777K Buy
1,782
+207
+13% +$90.3K 0.31% 65
2023
Q3
$561K Buy
1,575
+93
+6% +$33.1K 0.25% 75
2023
Q2
$575K Buy
+1,482
New +$575K 0.25% 77