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MONECO Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
674
+160
| +31% | +$84.4K | 0.03% | 350 |
|
|
2025
Q1 | $261K | Sell |
514
-1
| -0.2% | -$508 | 0.03% | 390 |
|
|
2024
Q4 | $256K | Buy |
515
+39
| +8% | +$19.4K | 0.03% | 399 |
|
|
2024
Q3 | $246K | Sell |
476
-5
| -1% | -$2.58K | 0.03% | 383 |
|
|
2024
Q2 | $214K | Buy |
+481
| New | +$214K | 0.03% | 394 |
|