Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $751K | Sell |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $777K | Sell |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.22K | Buy |
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