Journey Strategic Wealth’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 | $997K | Buy |
1,891
+590
| +45% | +$311K | 0.03% | 169 |
|
|
2025
Q1 | $661K | Buy |
1,301
+7
| +0.5% | +$3.56K | 0.02% | 188 |
|
|
2024
Q4 | $645K | Sell |
1,294
-19
| -1% | -$9.47K | 0.02% | 177 |
|
|
2024
Q3 | $679K | Buy |
1,313
+92
| +8% | +$47.5K | 0.02% | 174 |
|
|
2024
Q2 | $545K | Buy |
1,221
+704
| +136% | +$314K | 0.02% | 149 |
|
|
2024
Q1 | $220K | Sell |
517
-34
| -6% | -$14.5K | 0.01% | 259 |
|
|
2023
Q4 | $243K | Sell |
551
-110
| -17% | -$48.5K | 0.01% | 172 |
|
|
2023
Q3 | $242K | Hold |
661
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $265K | Sell |
661
-289
| -30% | -$116K | 0.01% | 132 |
|
|
2023
Q1 | $328K | Sell |
950
-140
| -13% | -$48.3K | 0.03% | 143 |
|
|
2022
Q4 | $365K | Buy |
1,090
+184
| +20% | +$61.7K | 0.04% | 126 |
|
|
2022
Q3 | $277K | Buy |
+906
| New | +$277K | 0.04% | 115 |
|
|
2022
Q2 | – | Sell |
-789
| Closed | -$323K | – | 202 |
|
|
2022
Q1 | $323K | Buy |
789
+194
| +33% | +$79.4K | 0.04% | 89 |
|
|
2021
Q4 | $281K | Buy |
+595
| New | +$281K | 0.03% | 128 |
|