HHGA
Halbert Hargrove Global Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8K | Sell |
11
-1
| -8% | -$527 | ﹤0.01% | 243 |
|
|
2025
Q1 | $6.1K | Buy |
+12
| New | +$6.1K | ﹤0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-561
| Closed | -$230K | – | 163 |
|
|
2022
Q1 | $230K | Buy |
561
+99
| +21% | +$40.6K | 0.02% | 141 |
|
|
2021
Q4 | $218K | Buy |
+462
| New | +$218K | 0.01% | 143 |
|