Heritage Wealth Advisors’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 | $9.49K | Hold |
18
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $9.15K | Sell |
18
-3
| -14% | -$1.52K | ﹤0.01% | 423 |
|
|
2024
Q4 | $10.5K | Sell |
21
-3
| -13% | -$1.49K | ﹤0.01% | 438 |
|
|
2024
Q3 | $12.4K | Buy |
+24
| New | +$12.4K | ﹤0.01% | 428 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$39.3K | – | 564 |
|
|
2023
Q2 | $39.3K | Hold |
98
| – | – | ﹤0.01% | 344 |
|
|
2023
Q1 | $33.8K | Sell |
98
-277
| -74% | -$95.5K | ﹤0.01% | 360 |
|
|
2022
Q4 | $126K | Buy |
+375
| New | +$126K | 0.01% | 245 |
|
|
2022
Q3 | – | Sell |
-265
| Closed | -$89K | – | 569 |
|
|
2022
Q2 | $89K | Buy |
+265
| New | +$89K | 0.01% | 272 |
|
|
2022
Q1 | – | Sell |
-1,428
| Closed | -$674K | – | 558 |
|
|
2021
Q4 | $674K | Hold |
1,428
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $607K | Hold |
1,428
| – | – | 0.04% | 124 |
|
|
2021
Q2 | $586K | Hold |
1,428
| – | – | 0.04% | 128 |
|
|
2021
Q1 | $504K | Hold |
1,428
| – | – | 0.03% | 136 |
|
|
2020
Q4 | $469K | Buy |
+1,428
| New | +$469K | 0.03% | 133 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1.37K | – | 569 |
|
|
2019
Q4 | $1.37K | Buy |
+5
| New | +$1.37K | ﹤0.01% | 628 |
|