Traveka 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 | $345K | Sell |
655
-47
| -7% | -$24.8K | 0.18% | 88 |
|
|
2025
Q1 | $357K | Sell |
702
-49
| -7% | -$24.9K | 0.2% | 83 |
|
|
2024
Q4 | $374K | Buy |
751
+78
| +12% | +$38.8K | 0.21% | 83 |
|
|
2024
Q3 | $348K | Buy |
673
+46
| +7% | +$23.8K | 0.18% | 82 |
|
|
2024
Q2 | $280K | Buy |
627
+33
| +6% | +$14.7K | 0.14% | 89 |
|
|
2024
Q1 | $253K | Buy |
594
+37
| +7% | +$15.7K | 0.12% | 98 |
|
|
2023
Q4 | $245K | Buy |
+557
| New | +$245K | 0.12% | 102 |
|