HeadInvest LLC’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 | $518K | Hold |
982
| – | – | 0.11% | 138 |
|
|
2025
Q1 | $499K | Sell |
982
-15
| -2% | -$7.62K | 0.1% | 144 |
|
|
2024
Q4 | $497K | Hold |
997
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $515K | Buy |
997
+20
| +2% | +$10.3K | 0.1% | 149 |
|
|
2024
Q2 | $436K | Hold |
977
| – | – | 0.09% | 157 |
|
|
2024
Q1 | $416K | Sell |
977
-25
| -2% | -$10.6K | 0.08% | 168 |
|
|
2023
Q4 | $441K | Hold |
1,002
| – | – | 0.09% | 155 |
|
|
2023
Q3 | $367K | Hold |
1,002
| – | – | 0.08% | 163 |
|
|
2023
Q2 | $388K | Sell |
1,002
-68
| -6% | -$26.4K | 0.08% | 161 |
|
|
2023
Q1 | $369K | Sell |
1,070
-28
| -3% | -$9.65K | 0.08% | 163 |
|
|
2022
Q4 | $368K | Buy |
1,098
+42
| +4% | +$14.1K | 0.08% | 161 |
|
|
2022
Q3 | $322K | Buy |
+1,056
| New | +$322K | 0.08% | 167 |
|