TA
TFB Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
900
-34
| -4% | -$17.9K | 0.12% | 188 |
|
|
2025
Q1 | $475K | Sell |
934
-31
| -3% | -$15.8K | 0.14% | 178 |
|
|
2024
Q4 | $481K | Sell |
965
-3
| -0.3% | -$1.49K | 0.14% | 169 |
|
|
2024
Q3 | $500K | Buy |
968
+5
| +0.5% | +$2.58K | 0.15% | 161 |
|
|
2024
Q2 | $429K | Buy |
963
+303
| +46% | +$135K | 0.14% | 168 |
|
|
2024
Q1 | $275K | Buy |
+660
| New | +$275K | 0.1% | 217 |
|