Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $276K | Buy |
|
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $246K | Buy |
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