JFS Wealth Advisors’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 | $70.1K | Hold |
|
|||||
|
2025
Q2 | $75.9K | Sell |
|
|||||
|
2025
Q1 | $77.7K | Sell |
|
|||||
|
2024
Q4 | $81.2K | Sell |
|
|||||
|
2024
Q3 | $101K | Buy |
|
|||||
|
2024
Q2 | $86.5K | Sell |
|
|||||
|
2024
Q1 | $107K | Buy |
|
|||||
|
2023
Q4 | $89.4K | Buy |
|
|||||
|
2023
Q3 | $60.7K | Buy |
|
|||||
|
2023
Q2 | $40.9K | Hold |
|
|||||
|
2023
Q1 | $35.2K | Buy |
|
|||||
|
2022
Q4 | $33.5K | Sell |
|
|||||
|
2022
Q3 | $36K | Sell |
|
|||||
|
2022
Q2 | $45K | Sell |
|
|||||
|
2022
Q1 | $63K | Buy |
|
|||||
|
2021
Q4 | $69K | Hold |
|
|||||
|
2021
Q3 | $62K | Buy |
|