Steph & Co’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-36
| Closed | -$15.3K | – | 277 |
|
|
2024
Q1 | $15.3K | Hold |
36
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $15.9K | Hold |
36
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $13.2K | Hold |
36
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $14.4K | Buy |
36
+10
| +38% | +$4.01K | 0.01% | 207 |
|
|
2023
Q1 | $8.96K | Hold |
26
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $9K | Buy |
+26
| New | +$9K | 0.01% | 220 |
|