PFS Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Hold |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | $98.7K | Hold |
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|
2024
Q4 | $96.5K | Sell |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $87K | Sell |
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|
2024
Q1 | $83.3K | Buy |
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|
2023
Q4 | $86K | Sell |
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|
2023
Q3 | $71.6K | Buy |
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|
2023
Q2 | $78.4K | Sell |
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|
2023
Q1 | $67.6K | Hold |
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|
2022
Q4 | $65.8K | Buy |
|