IHT Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,998
+16
| +0.8% | +$8.44K | 0.03% | 488 |
|
|
2025
Q1 | $1.01M | Sell |
1,982
-115
| -5% | -$58.4K | 0.03% | 471 |
|
|
2024
Q4 | $1.04M | Sell |
2,097
-451
| -18% | -$225K | 0.03% | 442 |
|
|
2024
Q3 | $1.31M | Buy |
2,548
+447
| +21% | +$230K | 0.04% | 428 |
|
|
2024
Q2 | $950K | Buy |
2,101
+89
| +4% | +$40.2K | 0.04% | 450 |
|
|
2024
Q1 | $856K | Buy |
2,012
+623
| +45% | +$265K | 0.03% | 472 |
|
|
2023
Q4 | $612K | Buy |
1,389
+259
| +23% | +$114K | 0.03% | 531 |
|
|
2023
Q3 | $413K | Buy |
1,130
+150
| +15% | +$54.9K | 0.02% | 613 |
|
|
2023
Q2 | $393K | Sell |
980
-208
| -18% | -$83.4K | 0.02% | 625 |
|
|
2023
Q1 | $410K | Buy |
1,188
+214
| +22% | +$73.8K | 0.02% | 576 |
|
|
2022
Q4 | $326K | Sell |
974
-285
| -23% | -$95.5K | 0.02% | 623 |
|
|
2022
Q3 | $384K | Buy |
1,259
+452
| +56% | +$138K | 0.03% | 533 |
|
|
2022
Q2 | $272K | Buy |
807
+12
| +2% | +$4.05K | 0.02% | 557 |
|
|
2022
Q1 | $326K | Buy |
+795
| New | +$326K | 0.02% | 538 |
|
|
2018
Q2 | – | Sell |
-190
| Closed | -$35K | – | 1211 |
|
|
2018
Q1 | $35K | Hold |
190
| – | – | 0.01% | 793 |
|
|
2017
Q4 | $34K | Sell |
190
-150
| -44% | -$26.8K | 0.01% | 820 |
|
|
2017
Q3 | $54K | Sell |
340
-68
| -17% | -$10.8K | 0.02% | 500 |
|
|
2017
Q2 | $36 | Hold |
408
| – | – | 0.02% | 607 |
|
|
2017
Q1 | $53K | Buy |
408
+30
| +8% | +$3.9K | 0.04% | 402 |
|
|
2016
Q4 | $41K | Buy |
+378
| New | +$41K | 0.03% | 428 |
|