Realta Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $940K | Buy |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $44K | Sell |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $5K | Buy |
|