Integrated Advisors Network’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 | $381K | Sell |
722
-191
| -21% | -$101K | 0.02% | 556 |
|
|
2025
Q1 | $464K | Sell |
913
-94
| -9% | -$47.8K | 0.02% | 477 |
|
|
2024
Q4 | $501K | Sell |
1,007
-6
| -0.6% | -$2.99K | 0.02% | 447 |
|
|
2024
Q3 | $523K | Buy |
1,013
+31
| +3% | +$16K | 0.02% | 449 |
|
|
2024
Q2 | $438K | Sell |
982
-80
| -8% | -$35.7K | 0.02% | 477 |
|
|
2024
Q1 | $452K | Buy |
1,062
+168
| +19% | +$71.5K | 0.02% | 479 |
|
|
2023
Q4 | $394K | Buy |
894
+72
| +9% | +$31.7K | 0.02% | 494 |
|
|
2023
Q3 | $300K | Buy |
822
+68
| +9% | +$24.9K | 0.02% | 528 |
|
|
2023
Q2 | $302K | Buy |
754
+69
| +10% | +$27.7K | 0.02% | 537 |
|
|
2023
Q1 | $236K | Buy |
685
+25
| +4% | +$8.62K | 0.01% | 599 |
|
|
2022
Q4 | $221K | Sell |
660
-972
| -60% | -$325K | 0.01% | 571 |
|
|
2022
Q3 | $498K | Buy |
1,632
+78
| +5% | +$23.8K | 0.03% | 395 |
|
|
2022
Q2 | $524K | Buy |
1,554
+48
| +3% | +$16.2K | 0.03% | 406 |
|
|
2022
Q1 | $618K | Buy |
1,506
+345
| +30% | +$142K | 0.04% | 388 |
|
|
2021
Q4 | $548K | Buy |
1,161
+19
| +2% | +$8.97K | 0.03% | 398 |
|
|
2021
Q3 | $485K | Buy |
1,142
+111
| +11% | +$47.1K | 0.03% | 408 |
|
|
2021
Q2 | $423K | Buy |
1,031
+56
| +6% | +$23K | 0.03% | 392 |
|
|
2021
Q1 | $344K | Buy |
975
+44
| +5% | +$15.5K | 0.03% | 399 |
|
|
2020
Q4 | $306K | Sell |
931
-207
| -18% | -$68K | 0.03% | 387 |
|
|
2020
Q3 | $410K | Sell |
1,138
-63
| -5% | -$22.7K | 0.05% | 287 |
|
|
2020
Q2 | $396K | Buy |
1,201
+1
| +0.1% | +$330 | 0.05% | 294 |
|
|
2020
Q1 | $294K | Sell |
1,200
-54
| -4% | -$13.2K | 0.06% | 271 |
|
|
2019
Q4 | $342K | Buy |
+1,254
| New | +$342K | 0.05% | 299 |
|