Naviter Wealth’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 | $371K | Buy |
704
+53
| +8% | +$27.9K | 0.05% | 216 |
|
|
2025
Q1 | $327K | Buy |
651
+20
| +3% | +$10.1K | 0.04% | 226 |
|
|
2024
Q4 | $314K | Buy |
631
+50
| +9% | +$24.9K | 0.04% | 235 |
|
|
2024
Q3 | $300K | Buy |
+581
| New | +$300K | 0.04% | 203 |
|
|
2024
Q1 | – | Sell |
-595
| Closed | -$262K | – | 245 |
|
|
2023
Q4 | $262K | Buy |
+595
| New | +$262K | 0.05% | 193 |
|
|
2023
Q3 | – | Sell |
-513
| Closed | -$206K | – | 235 |
|
|
2023
Q2 | $206K | Buy |
+513
| New | +$206K | 0.05% | 213 |
|
|
2022
Q4 | – | Sell |
-801
| Closed | -$245K | – | 201 |
|
|
2022
Q3 | $245K | Buy |
801
+48
| +6% | +$14.7K | 0.1% | 169 |
|
|
2022
Q2 | $254K | Sell |
753
-6,167
| -89% | -$2.08M | 0.1% | 166 |
|
|
2022
Q1 | $2.84M | Buy |
+6,920
| New | +$2.84M | 0.95% | 36 |
|