Simplicity Wealth’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 | $782K | Buy |
1,484
+847
| +133% | +$446K | 0.03% | 376 |
|
|
2025
Q1 | $324K | Buy |
+637
| New | +$324K | 0.03% | 410 |
|
|
2024
Q4 | – | Sell |
-474
| Closed | -$245K | – | 484 |
|
|
2024
Q3 | $245K | Sell |
474
-6,145
| -93% | -$3.18M | 0.02% | 429 |
|
|
2024
Q2 | $2.95M | Buy |
6,619
+140
| +2% | +$62.4K | 0.07% | 279 |
|
|
2024
Q1 | $2.76M | Buy |
+6,479
| New | +$2.76M | 0.07% | 287 |
|