International Assets Investment Management’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 | $378K | Hold |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $904 | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $159K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $28K | Buy |
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