Realta Investment Advisors’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 | $940K | Buy |
1,784
+104
| +6% | +$54.8K | 0.37% | 65 |
|
|
2025
Q1 | $853K | Buy |
1,680
+228
| +16% | +$116K | 0.39% | 65 |
|
|
2024
Q4 | $726K | Sell |
1,452
-350
| -19% | -$175K | 0.3% | 72 |
|
|
2024
Q3 | $951K | Buy |
+1,802
| New | +$951K | 0.44% | 53 |
|
|
2024
Q1 | – | Sell |
-476
| Closed | -$210K | – | 818 |
|
|
2023
Q4 | $210K | Buy |
+476
| New | +$210K | 0.05% | 403 |
|
|
2020
Q1 | – | Sell |
-169
| Closed | -$44K | – | 1229 |
|
|
2019
Q4 | $44K | Sell |
169
-96
| -36% | -$25K | 0.01% | 701 |
|
|
2019
Q3 | $65K | Buy |
265
+153
| +137% | +$37.5K | 0.02% | 604 |
|
|
2019
Q2 | $26K | Buy |
112
+90
| +409% | +$20.9K | 0.01% | 847 |
|
|
2019
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 1080 |
|