J.W. Cole Advisors’s S&P Global SPGI Stock Holding History

J.W. Cole Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$479K	Buy
2025 Q2	$415K	Buy
2025 Q1	$375K	Buy
2024 Q4	$224K	Sell
2024 Q3	$334K	Buy
2024 Q2	–	Sell
2024 Q1	$264K	Buy
2023 Q4	$201K	Buy