Princeton Global Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
284
+84
| +42% | +$44.3K | 0.03% | 211 |
|
|
2025
Q1 | $102K | Hold |
200
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $99.6K | Hold |
200
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $103K | Hold |
200
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $89.2K | Hold |
200
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $85.1K | Sell |
200
-208
| -51% | -$88.5K | 0.02% | 214 |
|
|
2023
Q4 | $180K | Buy |
408
+8
| +2% | +$3.52K | 0.05% | 169 |
|
|
2023
Q3 | $146K | Buy |
400
+200
| +100% | +$73.1K | 0.04% | 175 |
|
|
2023
Q2 | $80.2K | Hold |
200
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $69K | Hold |
200
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $67K | Hold |
200
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $61K | Hold |
200
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $67K | Hold |
200
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $82K | Buy |
+200
| New | +$82K | 0.02% | 221 |
|
|
2020
Q3 | – | Sell |
-128
| Closed | -$42K | – | 523 |
|
|
2020
Q2 | $42K | Hold |
128
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $31K | Hold |
128
| – | – | 0.01% | 268 |
|
|
2019
Q4 | $35 | Buy |
+128
| New | +$35 | 0.01% | 275 |
|