Harbour Investments’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
$179K Buy
339
+15
+5% +$7.9K ﹤0.01% 1225
2025
Q1
$164K Buy
324
+25
+8% +$12.7K ﹤0.01% 1190
2024
Q4
$149K Buy
299
+11
+4% +$5.47K ﹤0.01% 1173
2024
Q3
$149K Buy
288
+79
+38% +$40.7K ﹤0.01% 1143
2024
Q2
$93.2K Sell
209
-7
-3% -$3.12K ﹤0.01% 1276
2024
Q1
$91.9K Sell
216
-28
-11% -$11.9K ﹤0.01% 1256
2023
Q4
$107K Buy
244
+158
+184% +$69.6K ﹤0.01% 1104
2023
Q3
$31.4K Buy
86
+27
+46% +$9.87K ﹤0.01% 1548
2023
Q2
$23.7K Sell
59
-94
-61% -$37.7K ﹤0.01% 1689
2023
Q1
$52.8K Hold
153
﹤0.01% 1335
2022
Q4
$51.2K Buy
153
+123
+410% +$41.2K ﹤0.01% 1287
2022
Q3
$10K Hold
30
﹤0.01% 1941
2022
Q2
$10K Buy
+30
New +$10K ﹤0.01% 1941
2021
Q4
$7K Sell
15
-915
-98% -$427K ﹤0.01% 2072
2021
Q3
$395K Sell
930
-5
-0.5% -$2.12K 0.01% 737
2021
Q2
$384K Sell
935
-34
-4% -$14K 0.01% 780
2021
Q1
$342K Buy
+969
New +$342K 0.01% 752