Schechter 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
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $935K | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.25M | Buy |
|