LVW 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 | $2.25M | Buy |
4,260
+838
| +24% | +$442K | 0.25% | 54 |
|
|
2025
Q1 | $1.74M | Buy |
3,422
+235
| +7% | +$119K | 0.21% | 67 |
|
|
2024
Q4 | $1.59M | Buy |
3,187
+43
| +1% | +$21.4K | 0.19% | 75 |
|
|
2024
Q3 | $1.62M | Buy |
3,144
+433
| +16% | +$224K | 0.21% | 76 |
|
|
2024
Q2 | $1.21M | Buy |
2,711
+1,283
| +90% | +$572K | 0.18% | 85 |
|
|
2024
Q1 | $608K | Buy |
1,428
+666
| +87% | +$283K | 0.1% | 147 |
|
|
2023
Q4 | $336K | Buy |
+762
| New | +$336K | 0.06% | 196 |
|