U.S. Capital Wealth Advisors’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 | $804K | Buy |
1,526
+42
| +3% | +$22.1K | 0.02% | 483 |
|
|
2025
Q1 | $754K | Buy |
1,484
+680
| +85% | +$345K | 0.02% | 484 |
|
|
2024
Q4 | $400K | Buy |
804
+206
| +34% | +$103K | 0.01% | 609 |
|
|
2024
Q3 | $309K | Sell |
598
-130
| -18% | -$67.2K | 0.01% | 578 |
|
|
2024
Q2 | $325K | Buy |
728
+21
| +3% | +$9.37K | 0.01% | 552 |
|
|
2024
Q1 | $301K | Sell |
707
-478
| -40% | -$203K | 0.01% | 568 |
|
|
2023
Q4 | $522K | Sell |
1,185
-6
| -0.5% | -$2.64K | 0.02% | 446 |
|
|
2023
Q3 | $435K | Sell |
1,191
-48
| -4% | -$17.5K | 0.02% | 457 |
|
|
2023
Q2 | $497K | Hold |
1,239
| – | – | 0.02% | 442 |
|
|
2023
Q1 | $427K | Buy |
1,239
+224
| +22% | +$77.2K | 0.02% | 462 |
|
|
2022
Q4 | $340K | Buy |
1,015
+122
| +14% | +$40.9K | 0.02% | 512 |
|
|
2022
Q3 | $273K | Buy |
893
+50
| +6% | +$15.3K | 0.01% | 534 |
|
|
2022
Q2 | $284K | Buy |
843
+11
| +1% | +$3.71K | 0.01% | 565 |
|
|
2022
Q1 | $341K | Buy |
832
+132
| +19% | +$54.1K | 0.01% | 577 |
|
|
2021
Q4 | $330K | Buy |
700
+49
| +8% | +$23.1K | 0.01% | 581 |
|
|
2021
Q3 | $277K | Buy |
+651
| New | +$277K | 0.01% | 622 |
|