Portside Wealth Group’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 | $561K | Buy |
1,064
+133
| +14% | +$70.1K | 0.08% | 225 |
|
|
2025
Q1 | $473K | Buy |
931
+68
| +8% | +$34.6K | 0.08% | 232 |
|
|
2024
Q4 | $430K | Buy |
863
+10
| +1% | +$4.98K | 0.07% | 252 |
|
|
2024
Q3 | $441K | Buy |
853
+68
| +9% | +$35.1K | 0.08% | 242 |
|
|
2024
Q2 | $350K | Sell |
785
-79
| -9% | -$35.2K | 0.07% | 250 |
|
|
2024
Q1 | $368K | Buy |
864
+52
| +6% | +$22.1K | 0.07% | 248 |
|
|
2023
Q4 | $358K | Buy |
812
+9
| +1% | +$3.97K | 0.07% | 241 |
|
|
2023
Q3 | $295K | Buy |
803
+81
| +11% | +$29.8K | 0.06% | 254 |
|
|
2023
Q2 | $289K | Buy |
+722
| New | +$289K | 0.05% | 258 |
|