Trifecta Capital Advisors’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 | $6.33K | Hold |
12
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $6.1K | Hold |
12
| – | – | ﹤0.01% | 234 |
|
|
2024
Q4 | $5.98K | Hold |
12
| – | – | ﹤0.01% | 225 |
|
|
2024
Q3 | $6.2K | Hold |
12
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $5.35K | Hold |
12
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $5.11K | Hold |
12
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $5.29K | Hold |
12
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $4.39K | Hold |
12
| – | – | ﹤0.01% | 244 |
|
|
2023
Q2 | $4.81K | Hold |
12
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $4.14K | Hold |
12
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $4.02K | Buy |
+12
| New | +$4.02K | ﹤0.01% | 232 |
|