JNBA Financial 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
Q1 | – | Sell |
-12
| Closed | -$5.98K | – | 680 |
|
|
2024
Q4 | $5.98K | Hold |
12
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $6.2K | Hold |
12
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $5.35K | Hold |
12
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $5.11K | Hold |
12
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $5.29K | Hold |
12
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $4.39K | Hold |
12
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $4.81K | Hold |
12
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $4.14K | Buy |
+12
| New | +$4.14K | ﹤0.01% | 567 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$36K | – | 877 |
|
|
2021
Q3 | $36K | Buy |
+85
| New | +$36K | ﹤0.01% | 335 |
|
|
2016
Q4 | – | Sell |
-773
| Closed | -$98K | – | 1215 |
|
|
2016
Q3 | $98K | Buy |
+773
| New | +$98K | 0.01% | 364 |
|