SMA
Sage Mountain Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Buy |
1,890
+30
| +2% | +$15.8K | 0.06% | 143 |
|
|
2025
Q1 | $945K | Buy |
1,860
+79
| +4% | +$40.1K | 0.07% | 125 |
|
|
2024
Q4 | $887K | Buy |
1,781
+236
| +15% | +$118K | 0.06% | 133 |
|
|
2024
Q3 | $798K | Buy |
1,545
+132
| +9% | +$68.2K | 0.07% | 137 |
|
|
2024
Q2 | $630K | Buy |
1,413
+383
| +37% | +$171K | 0.06% | 142 |
|
|
2024
Q1 | $438K | Buy |
1,030
+189
| +22% | +$80.4K | 0.05% | 180 |
|
|
2023
Q4 | $370K | Sell |
841
-6
| -0.7% | -$2.64K | 0.04% | 171 |
|
|
2023
Q3 | $310K | Buy |
847
+44
| +5% | +$16.1K | 0.04% | 184 |
|
|
2023
Q2 | $322K | Buy |
803
+22
| +3% | +$8.82K | 0.05% | 169 |
|
|
2023
Q1 | $269K | Buy |
+781
| New | +$269K | 0.04% | 181 |
|