J.W. Cole Advisors’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 | $415K | Buy |
787
+49
| +7% | +$25.8K | 0.01% | 989 |
|
|
2025
Q1 | $375K | Buy |
738
+289
| +64% | +$147K | 0.01% | 866 |
|
|
2024
Q4 | $224K | Sell |
449
-197
| -30% | -$98.1K | 0.01% | 869 |
|
|
2024
Q3 | $334K | Buy |
+646
| New | +$334K | 0.01% | 742 |
|
|
2024
Q2 | – | Sell |
-619
| Closed | -$264K | – | 944 |
|
|
2024
Q1 | $264K | Buy |
619
+162
| +35% | +$69K | 0.01% | 739 |
|
|
2023
Q4 | $201K | Buy |
+457
| New | +$201K | 0.01% | 761 |
|