Lake Street Private 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 | $229K | Sell |
434
-29
| -6% | -$15.3K | 0.03% | 234 |
|
|
2025
Q1 | $235K | Buy |
463
+50
| +12% | +$25.4K | 0.04% | 221 |
|
|
2024
Q4 | $206K | Buy |
413
+10
| +2% | +$4.98K | 0.03% | 236 |
|
|
2024
Q3 | $208K | Buy |
+403
| New | +$208K | 0.03% | 249 |
|
|
2024
Q1 | – | Sell |
-455
| Closed | -$200K | – | 326 |
|
|
2023
Q4 | $200K | Buy |
+455
| New | +$200K | 0.03% | 293 |
|