Steward Partners Investment Solutions’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
Q1
$503K Sell
1,183
-422
-26% -$180K 0.08% 155
2023
Q4
$707K Buy
+1,605
New +$707K 0.29% 74