Sound Income Strategies’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 | $41.6K | Buy |
79
+7
| +10% | +$3.68K | ﹤0.01% | 569 |
|
|
2025
Q1 | $36.5K | Hold |
72
| – | – | ﹤0.01% | 574 |
|
|
2024
Q4 | $35.8K | Buy |
72
+63
| +700% | +$31.3K | ﹤0.01% | 546 |
|
|
2024
Q3 | $4.65K | Buy |
+9
| New | +$4.65K | ﹤0.01% | 966 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.7K | – | 1483 |
|
|
2024
Q1 | $1.7K | Buy |
+4
| New | +$1.7K | ﹤0.01% | 1090 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$7.31K | – | 1388 |
|
|
2023
Q3 | $7.31K | Hold |
20
| – | – | ﹤0.01% | 664 |
|
|
2023
Q2 | $8.05K | Hold |
20
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $6.9K | Sell |
20
-2
| -9% | -$690 | ﹤0.01% | 638 |
|
|
2022
Q4 | $7.37K | Sell |
22
-2
| -8% | -$670 | ﹤0.01% | 581 |
|
|
2022
Q3 | $7K | Sell |
24
-1
| -4% | -$292 | ﹤0.01% | 537 |
|
|
2022
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 484 |
|
|
2021
Q2 | – | Sell |
-45
| Closed | -$15.9K | – | 1021 |
|
|
2021
Q1 | $15.9K | Hold |
45
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $15K | Hold |
45
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $16K | Buy |
45
+15
| +50% | +$5.33K | ﹤0.01% | 328 |
|
|
2020
Q2 | $10K | Hold |
30
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 404 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$4K | – | 782 |
|
|
2018
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 480 |
|