Joule Financial’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 | $650K | Hold |
1,233
| – | – | 0.21% | 58 |
|
|
2025
Q1 | $626K | Hold |
1,233
| – | – | 0.22% | 54 |
|
|
2024
Q4 | $614K | Buy |
1,233
+7
| +0.6% | +$3.49K | 0.22% | 51 |
|
|
2024
Q3 | $633K | Buy |
1,226
+4
| +0.3% | +$2.07K | 0.23% | 50 |
|
|
2024
Q2 | $545K | Hold |
1,222
| – | – | 0.22% | 53 |
|
|
2024
Q1 | $520K | Buy |
1,222
+4
| +0.3% | +$1.7K | 0.21% | 51 |
|
|
2023
Q4 | $537K | Hold |
1,218
| – | – | 0.25% | 52 |
|
|
2023
Q3 | $445K | Hold |
1,218
| – | – | 0.23% | 58 |
|
|
2023
Q2 | $488K | Hold |
1,218
| – | – | 0.25% | 53 |
|
|
2023
Q1 | $420K | Sell |
1,218
-1,600
| -57% | -$552K | 0.23% | 51 |
|
|
2022
Q4 | $944K | Sell |
2,818
-128
| -4% | -$42.9K | 0.63% | 27 |
|
|
2022
Q3 | $900K | Hold |
2,946
| – | – | 0.68% | 29 |
|
|
2022
Q2 | $993K | Buy |
+2,946
| New | +$993K | 0.78% | 24 |
|