Riverwater Partners’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 | $439K | Buy |
833
+27
| +3% | +$14.2K | 0.21% | 125 |
|
|
2025
Q1 | $410K | Sell |
806
-131
| -14% | -$66.6K | 0.21% | 116 |
|
|
2024
Q4 | $467K | Buy |
937
+2
| +0.2% | +$996 | 0.23% | 106 |
|
|
2024
Q3 | $481K | Hold |
935
| – | – | 0.24% | 111 |
|
|
2024
Q2 | $417K | Buy |
935
+109
| +13% | +$48.6K | 0.31% | 94 |
|
|
2024
Q1 | $351K | Sell |
826
-31
| -4% | -$13.2K | 0.26% | 125 |
|
|
2023
Q4 | $378K | Hold |
857
| – | – | 0.3% | 102 |
|
|
2023
Q3 | $313K | Buy |
857
+11
| +1% | +$4.02K | 0.28% | 127 |
|
|
2023
Q2 | $339K | Hold |
846
| – | – | 0.3% | 105 |
|
|
2023
Q1 | $292K | Hold |
846
| – | – | 0.27% | 121 |
|
|
2022
Q4 | $283K | Hold |
846
| – | – | 0.24% | 133 |
|
|
2022
Q3 | $258K | Hold |
846
| – | – | 0.26% | 134 |
|
|
2022
Q2 | $285K | Buy |
+846
| New | +$285K | 0.29% | 124 |
|