TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $888K | Sell |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $787K | Sell |
|
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|
2023
Q4 | $820K | Buy |
|
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|
2023
Q3 | $678K | Buy |
|
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $492K | Sell |
|
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|
2022
Q2 | $553K | Buy |
|
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $464K | Buy |
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