TD Private Client 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 | $707K | Sell |
1,341
-183
| -12% | -$96.5K | 0.02% | 419 |
|
|
2025
Q1 | $774K | Sell |
1,524
-86
| -5% | -$43.7K | 0.02% | 386 |
|
|
2024
Q4 | $802K | Sell |
1,610
-199
| -11% | -$99.1K | 0.02% | 390 |
|
|
2024
Q3 | $935K | Buy |
1,809
+9
| +0.5% | +$4.65K | 0.03% | 374 |
|
|
2024
Q2 | $803K | Buy |
1,800
+89
| +5% | +$39.7K | 0.03% | 379 |
|
|
2024
Q1 | $728K | Sell |
1,711
-28
| -2% | -$11.9K | 0.02% | 394 |
|
|
2023
Q4 | $766K | Buy |
1,739
+47
| +3% | +$20.7K | 0.03% | 369 |
|
|
2023
Q3 | $618K | Sell |
1,692
-119
| -7% | -$43.5K | 0.03% | 381 |
|
|
2023
Q2 | $726K | Buy |
1,811
+413
| +30% | +$166K | 0.03% | 388 |
|
|
2023
Q1 | $482K | Buy |
1,398
+804
| +135% | +$277K | 0.02% | 432 |
|
|
2022
Q4 | $199K | Sell |
594
-65
| -10% | -$21.8K | 0.01% | 543 |
|
|
2022
Q3 | $201K | Sell |
659
-344
| -34% | -$105K | 0.01% | 531 |
|
|
2022
Q2 | $338K | Sell |
1,003
-118
| -11% | -$39.8K | 0.02% | 462 |
|
|
2022
Q1 | $460K | Buy |
1,121
+180
| +19% | +$73.8K | 0.02% | 435 |
|
|
2021
Q4 | $444K | Sell |
941
-87
| -8% | -$41.1K | 0.02% | 439 |
|
|
2021
Q3 | $437K | Sell |
1,028
-112
| -10% | -$47.6K | 0.02% | 423 |
|
|
2021
Q2 | $468K | Buy |
1,140
+30
| +3% | +$12.3K | 0.02% | 415 |
|
|
2021
Q1 | $392K | Sell |
1,110
-33
| -3% | -$11.6K | 0.02% | 427 |
|
|
2020
Q4 | $376K | Sell |
1,143
-23
| -2% | -$7.56K | 0.02% | 412 |
|
|
2020
Q3 | $421K | Sell |
1,166
-97
| -8% | -$35K | 0.02% | 375 |
|
|
2020
Q2 | $416K | Sell |
1,263
-16
| -1% | -$5.27K | 0.02% | 374 |
|
|
2020
Q1 | $313K | Buy |
1,279
+21
| +2% | +$5.15K | 0.02% | 376 |
|
|
2019
Q4 | $344K | Buy |
+1,258
| New | +$344K | 0.02% | 397 |
|