Novak & Powell Financial Services’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 | $245K | Hold |
466
| – | – | 0.17% | 124 |
|
|
2025
Q1 | $237K | Hold |
466
| – | – | 0.15% | 134 |
|
|
2024
Q4 | $232K | Hold |
466
| – | – | 0.14% | 132 |
|
|
2024
Q3 | $240K | Hold |
466
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $208K | Buy |
+466
| New | +$208K | 0.13% | 142 |
|
|
2024
Q1 | – | Sell |
-466
| Closed | -$205K | – | 156 |
|
|
2023
Q4 | $205K | Buy |
+466
| New | +$205K | 0.14% | 139 |
|