U.S. Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $753K | Buy |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $754K | Buy |
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|
2024
Q4 | $400K | Buy |
|
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $277K | Buy |
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