SteelPeak 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 | $1.1M | Sell |
2,086
-398
| -16% | -$210K | 0.04% | 248 |
|
|
2025
Q1 | $1.26M | Buy |
2,484
+27
| +1% | +$13.7K | 0.05% | 215 |
|
|
2024
Q4 | $1.22M | Buy |
+2,457
| New | +$1.22M | 0.05% | 215 |
|
|
2024
Q3 | – | Sell |
-4,011
| Closed | -$1.79M | – | 505 |
|
|
2024
Q2 | $1.79M | Buy |
4,011
+1,003
| +33% | +$447K | 0.08% | 172 |
|
|
2024
Q1 | $1.28M | Buy |
3,008
+8
| +0.3% | +$3.4K | 0.06% | 192 |
|
|
2023
Q4 | $1.32M | Buy |
3,000
+500
| +20% | +$220K | 0.08% | 174 |
|
|
2023
Q3 | $914K | Buy |
+2,500
| New | +$914K | 0.06% | 192 |
|