Strategic Wealth Partners’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 | $1.56M | Buy |
+2,965
| New | +$1.56M | 0.12% | 119 |
|
|
2024
Q4 | $1.49M | Buy |
2,754
+145
| +6% | +$78.6K | 0.12% | 119 |
|
|
2024
Q3 | $1.35M | Buy |
2,609
+227
| +10% | +$117K | 0.13% | 125 |
|
|
2024
Q2 | $1.06M | Buy |
2,382
+203
| +9% | +$90.5K | 0.11% | 130 |
|
|
2024
Q1 | $927K | Buy |
2,179
+268
| +14% | +$114K | 0.1% | 140 |
|
|
2023
Q4 | $842K | Sell |
1,911
-524
| -22% | -$231K | 0.1% | 140 |
|
|
2023
Q3 | $890K | Buy |
2,435
+561
| +30% | +$205K | 0.12% | 162 |
|
|
2023
Q2 | $751K | Buy |
1,874
+34
| +2% | +$13.6K | 0.1% | 172 |
|
|
2023
Q1 | $635K | Buy |
1,840
+1,178
| +178% | +$406K | 0.1% | 156 |
|
|
2022
Q4 | $222K | Sell |
662
-119
| -15% | -$39.9K | 0.04% | 239 |
|
|
2022
Q3 | $239K | Sell |
781
-1,445
| -65% | -$441K | 0.05% | 243 |
|
|
2022
Q2 | $750K | Buy |
2,226
+867
| +64% | +$292K | 0.16% | 138 |
|
|
2022
Q1 | $557K | Buy |
1,359
+326
| +32% | +$134K | 0.11% | 171 |
|
|
2021
Q4 | $488K | Buy |
1,033
+40
| +4% | +$18.9K | 0.09% | 196 |
|
|
2021
Q3 | $422K | Buy |
993
+64
| +7% | +$27.2K | 0.12% | 183 |
|
|
2021
Q2 | $381K | Buy |
+929
| New | +$381K | 0.12% | 176 |
|
|
2019
Q4 | – | Sell |
-64
| Closed | -$15 | – | 448 |
|
|
2019
Q3 | $15 | Hold |
64
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $14K | Hold |
64
| – | – | 0.01% | 450 |
|
|
2019
Q1 | $14K | Hold |
64
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $11K | Hold |
64
| – | – | 0.01% | 439 |
|
|
2018
Q3 | $13K | Sell |
64
-20
| -24% | -$4.06K | 0.01% | 422 |
|
|
2018
Q2 | $17K | Hold |
84
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $16K | Buy |
84
+20
| +31% | +$3.81K | 0.01% | 405 |
|
|
2017
Q4 | $11K | Buy |
+64
| New | +$11K | 0.01% | 488 |
|