Highline Wealth Partners’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 | $16.4K | Buy |
31
+6
| +24% | +$3.17K | ﹤0.01% | 255 |
|
|
2025
Q1 | $12.7K | Buy |
25
+12
| +92% | +$6.11K | ﹤0.01% | 267 |
|
|
2024
Q4 | $6.49K | Sell |
13
-1
| -7% | -$499 | ﹤0.01% | 297 |
|
|
2024
Q3 | $7.24K | Buy |
14
+5
| +56% | +$2.59K | ﹤0.01% | 295 |
|
|
2024
Q2 | $4.01K | Buy |
9
+1
| +13% | +$446 | ﹤0.01% | 311 |
|
|
2024
Q1 | $3.4K | Hold |
8
| – | – | ﹤0.01% | 294 |
|
|
2023
Q4 | $3.52K | Hold |
8
| – | – | ﹤0.01% | 266 |
|
|
2023
Q3 | $2.92K | Hold |
8
| – | – | ﹤0.01% | 257 |
|
|
2023
Q2 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $2.76K | Hold |
8
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $2.68K | Hold |
8
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $2.44K | Buy |
+8
| New | +$2.44K | ﹤0.01% | 201 |
|