IMA Advisory Services’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 | $1.58K | Buy |
+3
| New | +$1.58K | ﹤0.01% | 344 |
|
|
2024
Q4 | – | Sell |
-26
| Closed | -$13.4K | – | 265 |
|
|
2024
Q3 | $13.4K | Buy |
+26
| New | +$13.4K | ﹤0.01% | 234 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$9.5K | – | 242 |
|
|
2023
Q3 | $9.5K | Hold |
26
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $10.4K | Hold |
26
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $8.97K | Hold |
26
| – | – | ﹤0.01% | 246 |
|
|
2022
Q4 | $8.71K | Hold |
26
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $8K | Hold |
26
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $9K | Hold |
26
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $11K | Hold |
26
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $12K | Hold |
26
| – | – | ﹤0.01% | 245 |
|
|
2021
Q3 | $11K | Hold |
26
| – | – | ﹤0.01% | 234 |
|
|
2021
Q2 | $11K | Hold |
26
| – | – | ﹤0.01% | 229 |
|
|
2021
Q1 | $9K | Hold |
26
| – | – | ﹤0.01% | 238 |
|
|
2020
Q4 | $9K | Hold |
26
| – | – | ﹤0.01% | 227 |
|
|
2020
Q3 | $9K | Buy |
+26
| New | +$9K | ﹤0.01% | 215 |
|