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

SlateStone Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$921K	Buy
2025 Q2	$989K	Sell
2025 Q1	$955K	Sell
2024 Q4	$1.1M	Buy
2024 Q3	$1.11M	Sell
2024 Q2	$963K	Sell
2024 Q1	$941K	Buy