TFP
Tilia Fiduciary Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
1,067
+12
| +1% | +$6.33K | 0.34% | 74 |
|
|
2025
Q1 | $536K | Sell |
1,055
-101
| -9% | -$51.3K | 0.36% | 73 |
|
|
2024
Q4 | $576K | Sell |
1,156
-17
| -1% | -$8.47K | 0.39% | 64 |
|
|
2024
Q3 | $606K | Sell |
1,173
-1
| -0.1% | -$517 | 0.42% | 62 |
|
|
2024
Q2 | $524K | Buy |
1,174
+2
| +0.2% | +$892 | 0.41% | 64 |
|
|
2024
Q1 | $498K | Buy |
1,172
+3
| +0.3% | +$1.28K | 0.4% | 66 |
|
|
2023
Q4 | $515K | Sell |
1,169
-22
| -2% | -$9.69K | 0.48% | 64 |
|
|
2023
Q3 | $435K | Sell |
1,191
-1
| -0.1% | -$365 | 0.45% | 65 |
|
|
2023
Q2 | $478K | Sell |
1,192
-52
| -4% | -$20.9K | 0.43% | 62 |
|
|
2023
Q1 | $429K | Buy |
1,244
+5
| +0.4% | +$1.72K | 0.41% | 67 |
|
|
2022
Q4 | $415K | Buy |
1,239
+15
| +1% | +$5.02K | 0.4% | 73 |
|
|
2022
Q3 | $361K | Sell |
1,224
-130
| -10% | -$38.3K | 0.36% | 76 |
|
|
2022
Q2 | $468K | Sell |
1,354
-23
| -2% | -$7.95K | 0.45% | 64 |
|
|
2022
Q1 | $565K | Sell |
1,377
-6
| -0.4% | -$2.46K | 0.48% | 62 |
|
|
2021
Q4 | $653K | Buy |
+1,383
| New | +$653K | 0.52% | 60 |
|