TritonPoint 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 | $950K | Sell |
1,802
-97
| -5% | -$51.2K | 0.09% | 157 |
|
|
2025
Q1 | $965K | Buy |
1,899
+117
| +7% | +$59.5K | 0.09% | 158 |
|
|
2024
Q4 | $888K | Buy |
1,782
+51
| +3% | +$25.4K | 0.08% | 163 |
|
|
2024
Q3 | $888K | Sell |
1,731
-32
| -2% | -$16.4K | 0.08% | 159 |
|
|
2024
Q2 | $786K | Sell |
1,763
-148
| -8% | -$66K | 0.08% | 162 |
|
|
2024
Q1 | $955K | Sell |
1,911
-288
| -13% | -$144K | 0.1% | 147 |
|
|
2023
Q4 | $969K | Buy |
+2,199
| New | +$969K | 0.09% | 154 |
|