Legacy Capital Wealth Partners’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 | $708K | Sell |
1,343
-140
| -9% | -$73.8K | 0.16% | 129 |
|
|
2025
Q1 | $753K | Sell |
1,483
-217
| -13% | -$110K | 0.19% | 113 |
|
|
2024
Q4 | $846K | Sell |
1,700
-1,875
| -52% | -$934K | 0.21% | 98 |
|
|
2024
Q3 | $1.85M | Buy |
3,575
+1,653
| +86% | +$854K | 0.37% | 46 |
|
|
2024
Q2 | $857K | Buy |
+1,922
| New | +$857K | 0.22% | 87 |
|
|
2024
Q1 | – | Sell |
-2,051
| Closed | -$904K | – | 310 |
|
|
2023
Q4 | $904K | Buy |
2,051
+69
| +3% | +$30.4K | 0.26% | 88 |
|
|
2023
Q3 | $724K | Buy |
+1,982
| New | +$724K | 0.2% | 107 |
|
|
2023
Q2 | – | Sell |
-1,610
| Closed | -$555K | – | 204 |
|
|
2023
Q1 | $555K | Buy |
+1,610
| New | +$555K | 0.15% | 128 |
|