StrongBox 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 | $303K | Hold |
575
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $292K | Hold |
575
| – | – | 0.12% | 78 |
|
|
2024
Q4 | $286K | Hold |
575
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $297K | Hold |
575
| – | – | 0.13% | 75 |
|
|
2024
Q2 | $256K | Hold |
575
| – | – | 0.12% | 77 |
|
|
2024
Q1 | $245K | Sell |
575
-10
| -2% | -$4.26K | 0.13% | 74 |
|
|
2023
Q4 | $258K | Buy |
585
+10
| +2% | +$4.41K | 0.15% | 68 |
|
|
2023
Q3 | $210K | Buy |
+575
| New | +$210K | 0.13% | 81 |
|