Icon Wealth Partners’s S&P Global SPGI Stock Holding History

Icon Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$119K	Sell
2023 Q2	$615K	Hold
2023 Q1	$529K	Buy
2022 Q2	$517K	Sell
2022 Q1	$633K	Buy
2021 Q4	–	Sell
2021 Q3	$652K	Hold
2021 Q2	$630K	Hold
2021 Q1	$542K	Buy
2019 Q2	–	Sell
2019 Q1	$10K	Buy