Kathleen S. Wright Associates’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 | $53.1K | Hold |
100
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $50.3K | Hold |
100
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $49.1K | Hold |
100
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $51.5K | Buy |
100
+20
| +25% | +$10.3K | 0.02% | 150 |
|
|
2024
Q2 | $38.5K | Buy |
80
+8
| +11% | +$3.85K | 0.02% | 151 |
|
|
2024
Q1 | $30K | Hold |
72
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $31.6K | Buy |
72
+2
| +3% | +$877 | 0.02% | 134 |
|
|
2023
Q3 | $25.1K | Buy |
+70
| New | +$25.1K | 0.01% | 137 |
|
|
2023
Q1 | – | Sell |
-85
| Closed | -$28K | – | 200 |
|
|
2022
Q4 | $28K | Buy |
85
+5
| +6% | +$1.65K | 0.02% | 130 |
|
|
2022
Q3 | $24K | Hold |
80
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $27K | Hold |
80
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $33K | Hold |
80
| – | – | 0.02% | 119 |
|
|
2021
Q4 | $38K | Buy |
+80
| New | +$38K | 0.03% | 110 |
|