San Luis Wealth 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 | $229K | Hold |
434
| – | – | 0.05% | 129 |
|
|
2025
Q1 | $221K | Sell |
434
-4
| -0.9% | -$2.04K | 0.05% | 126 |
|
|
2024
Q4 | $218K | Buy |
438
+1
| +0.2% | +$498 | 0.04% | 134 |
|
|
2024
Q3 | $226K | Buy |
+437
| New | +$226K | 0.05% | 129 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$8K | – | 373 |
|
|
2022
Q1 | $8K | Buy |
+16
| New | +$8K | ﹤0.01% | 377 |
|