SYSTM Wealth Solutions’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
Q3
Sell
2024
Q2
$66.7K Sell
2024
Q1
$185K Sell
2023
Q4
$193K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$205K Buy