Sugarloaf Wealth Management’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
Q4 | $204K | Buy |
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|
2024
Q3 | $199K | Buy |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | $118K | Buy |
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|
2023
Q3 | $83.7K | Buy |
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|
2023
Q2 | $53.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.35K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $8K | Buy |
|