True Wealth Design’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 | $79.7K | Buy |
151
+139
| +1,158% | +$73.4K | 0.03% | 134 |
|
|
2025
Q1 | $6.17K | Buy |
12
+9
| +300% | +$4.63K | ﹤0.01% | 616 |
|
|
2024
Q4 | $1.57K | Buy |
+3
| New | +$1.57K | ﹤0.01% | 802 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$11.2K | – | 890 |
|
|
2022
Q4 | $11.2K | Buy |
+34
| New | +$11.2K | 0.01% | 211 |
|