Jackson Grant Investment Advisers’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 | $88.6K | Hold |
168
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $85.4K | Hold |
168
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $83.7K | Hold |
168
| – | – | 0.03% | 150 |
|
|
2024
Q3 | $86.8K | Hold |
168
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $74.9K | Buy |
168
+153
| +1,020% | +$68.2K | 0.03% | 153 |
|
|
2024
Q1 | $6.38K | Hold |
15
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $6.61K | Hold |
15
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $5.48K | Hold |
15
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $6.01K | Hold |
15
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $5.17K | Buy |
+15
| New | +$5.17K | ﹤0.01% | 321 |
|