PDL
Portfolio Design Labs’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
1,990
-169
| -8% | -$89.1K | 0.21% | 80 |
|
|
2025
Q1 | $1.1M | Sell |
2,159
-2,706
| -56% | -$1.37M | 0.23% | 90 |
|
|
2024
Q4 | $2.42M | Buy |
4,865
+1,308
| +37% | +$651K | 0.5% | 66 |
|
|
2024
Q3 | $1.84M | Buy |
+3,557
| New | +$1.84M | 0.51% | 65 |
|