TNA
True North Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
4,719
-521
| -10% | -$275K | 0.48% | 50 |
|
|
2025
Q1 | $2.66M | Buy |
+5,240
| New | +$2.66M | 0.47% | 50 |
|
|
2024
Q4 | – | Sell |
-534
| Closed | -$276K | – | 230 |
|
|
2024
Q3 | $276K | Buy |
534
+69
| +15% | +$35.6K | 0.07% | 152 |
|
|
2024
Q2 | $207K | Sell |
465
-22
| -5% | -$9.81K | 0.06% | 186 |
|
|
2024
Q1 | $207K | Buy |
+487
| New | +$207K | 0.06% | 186 |
|