NAAA
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New Age Alpha Advisors’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.1M Buy
15,364
+1,900
+14% +$1M 0.36% 58
2025
Q1
$6.84M Buy
13,464
+11,098
+469% +$5.64M 0.31% 81
2024
Q4
$1.18M Buy
2,366
+2,310
+4,125% +$1.15M 0.05% 417
2024
Q3
$28.9K Buy
56
+33
+143% +$17K 0.02% 44
2024
Q2
$10.3K Buy
+23
New +$10.3K 0.01% 52