Personal CFO Solutions’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
717
+63
| +10% | +$33.2K | 0.07% | 270 |
|
|
2025
Q1 | $332K | Sell |
654
-20
| -3% | -$10.2K | 0.07% | 287 |
|
|
2024
Q4 | $336K | Buy |
674
+20
| +3% | +$9.96K | 0.07% | 286 |
|
|
2024
Q3 | $338K | Buy |
654
+13
| +2% | +$6.71K | 0.05% | 371 |
|
|
2024
Q2 | $286K | Buy |
641
+49
| +8% | +$21.8K | 0.04% | 404 |
|
|
2024
Q1 | $252K | Buy |
592
+100
| +20% | +$42.6K | 0.04% | 445 |
|
|
2023
Q4 | $217K | Buy |
+492
| New | +$217K | 0.04% | 466 |
|
|
2020
Q2 | – | Sell |
-878
| Closed | -$215K | – | 351 |
|
|
2020
Q1 | $215K | Buy |
+878
| New | +$215K | 0.08% | 227 |
|