Joule Financial’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 | $600K | Hold |
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|
2025
Q2 | $650K | Hold |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $545K | Hold |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $944K | Sell |
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|
2022
Q3 | $900K | Hold |
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|
2022
Q2 | $993K | Buy |
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