
Koshinski Asset Management’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Buy |
+500
| New | +$264K | 0.02% | 571 |
|
2025
Q1 | – | Sell |
-421
| Closed | -$210M | – | 658 |
|
2024
Q4 | $210M | Buy |
421
+3
| +0.7% | +$1.49M | 0.02% | 592 |
|
2024
Q3 | $216K | Buy |
+418
| New | +$216K | 0.02% | 576 |
|
2023
Q3 | – | Sell |
-609
| Closed | -$244K | – | 624 |
|
2023
Q2 | $244K | Sell |
609
-44
| -7% | -$17.6K | 0.03% | 498 |
|
2023
Q1 | $225K | Sell |
653
-16
| -2% | -$5.51K | 0.02% | 506 |
|
2022
Q4 | $224K | Buy |
+669
| New | +$224K | 0.02% | 539 |
|
2022
Q2 | – | Sell |
-360
| Closed | -$148K | – | 1776 |
|
2022
Q1 | $148K | Buy |
360
+129
| +56% | +$53K | 0.01% | 698 |
|
2021
Q4 | $109K | Sell |
231
-12
| -5% | -$5.67K | 0.01% | 818 |
|
2021
Q3 | $103K | Buy |
+243
| New | +$103K | 0.01% | 831 |
|