My Legacy Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $507K | Buy |
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