Sound View Wealth Advisors Group’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
Q2 | $392K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $201K | Buy |
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