PA
Prossimo Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
1,300
-226
| -15% | -$119K | 0.55% | 53 |
|
|
2025
Q1 | $775K | Buy |
1,526
+1
| +0.1% | +$508 | 0.58% | 53 |
|
|
2024
Q4 | $759K | Sell |
1,525
-9
| -0.6% | -$4.48K | 0.55% | 54 |
|
|
2024
Q3 | $792K | Buy |
1,534
+11
| +0.7% | +$5.68K | 0.58% | 50 |
|
|
2024
Q2 | $679K | Buy |
1,523
+190
| +14% | +$84.7K | 0.61% | 50 |
|
|
2024
Q1 | $567K | Sell |
1,333
-106
| -7% | -$45.1K | 1.1% | 29 |
|
|
2023
Q4 | $634K | Buy |
1,439
+19
| +1% | +$8.37K | 1.34% | 25 |
|
|
2023
Q3 | $519K | Buy |
1,420
+125
| +10% | +$45.7K | 1.22% | 29 |
|
|
2023
Q2 | $519K | Buy |
1,295
+120
| +10% | +$48.1K | 0.5% | 73 |
|
|
2023
Q1 | $405K | Hold |
1,175
| – | – | 0.99% | 40 |
|
|
2022
Q4 | $394K | Buy |
+1,175
| New | +$394K | 0.91% | 40 |
|