TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $658K | Buy |
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|
2025
Q2 | $707K | Sell |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $803K | Buy |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $344K | Buy |
|