LA
Legacy Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,093
| Closed | -$555K | – | 347 |
|
|
2025
Q1 | $555K | Buy |
1,093
+271
| +33% | +$138K | 0.06% | 246 |
|
|
2024
Q4 | $409K | Buy |
822
+23
| +3% | +$11.5K | 0.04% | 275 |
|
|
2024
Q3 | $413K | Buy |
799
+95
| +13% | +$49.1K | 0.04% | 260 |
|
|
2024
Q2 | $314K | Buy |
704
+88
| +14% | +$39.2K | 0.04% | 247 |
|
|
2024
Q1 | $262K | Sell |
616
-119
| -16% | -$50.6K | 0.03% | 266 |
|
|
2023
Q4 | $324K | Buy |
+735
| New | +$324K | 0.04% | 230 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$16K | – | 419 |
|
|
2019
Q1 | $16K | Buy |
+75
| New | +$16K | 0.01% | 297 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$15K | – | 350 |
|
|
2018
Q3 | $15K | Hold |
75
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $15K | Hold |
75
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $14K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2017
Q4 | $12K | Hold |
75
| – | – | 0.01% | 242 |
|
|
2017
Q3 | $11K | Buy |
+75
| New | +$11K | 0.01% | 208 |
|