Tilia Fiduciary Partners’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 | $436K | Sell |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $653K | Buy |
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