Phillips Wealth Planners’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 | $350K | Buy |
665
+12
| +2% | +$6.32K | 0.32% | 111 |
|
|
2025
Q1 | $304K | Buy |
653
+47
| +8% | +$21.9K | 0.32% | 108 |
|
|
2024
Q4 | $293K | Buy |
606
+17
| +3% | +$8.21K | 0.29% | 120 |
|
|
2024
Q3 | $312K | Buy |
589
+61
| +12% | +$32.3K | 0.3% | 123 |
|
|
2024
Q2 | $246K | Buy |
528
+22
| +4% | +$10.3K | 0.26% | 147 |
|
|
2024
Q1 | $207K | Buy |
+506
| New | +$207K | 0.24% | 168 |
|