Simplicity Wealth’s S&P Global SPGI Stock Holding History

Simplicity Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$370K	Sell
2025 Q2	$782K	Buy
2025 Q1	$324K	Buy
2024 Q4	–	Sell
2024 Q3	$245K	Sell
2024 Q2	$2.95M	Buy
2024 Q1	$2.76M	Buy