Insigneo 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 | $544K | Sell |
1,031
-11
| -1% | -$5.8K | 0.05% | 320 |
|
2025
Q1 | $530K | Buy |
1,042
+411
| +65% | +$209K | 0.05% | 287 |
|
2024
Q4 | $314K | Sell |
631
-795
| -56% | -$396K | 0.03% | 407 |
|
2024
Q3 | $737K | Sell |
1,426
-437
| -23% | -$226K | 0.07% | 226 |
|
2024
Q2 | $879K | Buy |
1,863
+297
| +19% | +$140K | 0.1% | 190 |
|
2024
Q1 | $666K | Buy |
1,566
+276
| +21% | +$117K | 0.08% | 209 |
|
2023
Q4 | $568K | Buy |
1,290
+614
| +91% | +$270K | 0.08% | 219 |
|
2023
Q3 | $247K | Buy |
+676
| New | +$247K | 0.05% | 323 |
|