SPC
Spirepoint Private Client’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
1,844
-29
| -2% | -$15.3K | 0.11% | 110 |
|
|
2025
Q1 | $952K | Sell |
1,873
-801
| -30% | -$407K | 0.12% | 92 |
|
|
2024
Q4 | $1.33M | Buy |
2,674
+147
| +6% | +$73.2K | 0.17% | 79 |
|
|
2024
Q3 | $1.31M | Buy |
2,527
+16
| +0.6% | +$8.27K | 0.17% | 81 |
|
|
2024
Q2 | $1.12M | Buy |
2,511
+173
| +7% | +$77.2K | 0.16% | 87 |
|
|
2024
Q1 | $995K | Buy |
+2,338
| New | +$995K | 0.15% | 92 |
|