Kingswood Wealth 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
Q2 | $719K | Sell |
1,363
-282
| -17% | -$149K | 0.06% | 325 |
|
|
2025
Q1 | $836K | Sell |
1,645
-457
| -22% | -$232K | 0.08% | 286 |
|
|
2024
Q4 | $1.05M | Buy |
2,102
+1,193
| +131% | +$594K | 0.08% | 263 |
|
|
2024
Q3 | $470K | Sell |
909
-219
| -19% | -$113K | 0.03% | 466 |
|
|
2024
Q2 | $503K | Buy |
1,128
+81
| +8% | +$36.1K | 0.05% | 387 |
|
|
2024
Q1 | $445K | Buy |
1,047
+145
| +16% | +$61.7K | 0.05% | 378 |
|
|
2023
Q4 | $397K | Buy |
+902
| New | +$397K | 0.05% | 399 |
|