Householder Group Estate & Retirement Specialist’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$2K Hold
2024
Q3
$2K Sell
2024
Q2
$27K Buy
2024
Q1
$24.3K Sell
2023
Q4
$25K Hold
2023
Q3
$21.6K Buy
2023
Q1
$60K Sell
2022
Q4
$75K Hold
2022
Q3
$68K Buy