NewSquare Capital’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 | $131K | Buy |
248
+113
| +84% | +$59.6K | 0.01% | 195 |
|
2025
Q1 | $68.6K | Buy |
135
+121
| +864% | +$61.5K | 0.01% | 206 |
|
2024
Q4 | $6.97K | Buy |
+14
| New | +$6.97K | ﹤0.01% | 317 |
|
2023
Q4 | – | Sell |
-3
| Closed | -$1.1K | – | 621 |
|
2023
Q3 | $1.1K | Buy |
+3
| New | +$1.1K | ﹤0.01% | 487 |
|