United Asset Strategies’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 | $1.78M | Buy |
3,377
+32
| +1% | +$16.9K | 0.15% | 107 |
|
|
2025
Q1 | $1.7M | Buy |
3,345
+143
| +4% | +$72.7K | 0.16% | 111 |
|
|
2024
Q4 | $1.59M | Buy |
3,202
+153
| +5% | +$76.2K | 0.15% | 115 |
|
|
2024
Q3 | $1.58M | Buy |
3,049
+130
| +4% | +$67.2K | 0.15% | 120 |
|
|
2024
Q2 | $1.3M | Buy |
2,919
+619
| +27% | +$276K | 0.13% | 126 |
|
|
2024
Q1 | $979K | Buy |
2,300
+177
| +8% | +$75.3K | 0.1% | 145 |
|
|
2023
Q4 | $935K | Buy |
2,123
+169
| +9% | +$74.5K | 0.11% | 141 |
|
|
2023
Q3 | $714K | Buy |
1,954
+16
| +0.8% | +$5.85K | 0.09% | 150 |
|
|
2023
Q2 | $777K | Sell |
1,938
-347
| -15% | -$139K | 0.1% | 145 |
|
|
2023
Q1 | $788K | Sell |
2,285
-168
| -7% | -$57.9K | 0.1% | 144 |
|
|
2022
Q4 | $822K | Buy |
2,453
+956
| +64% | +$320K | 0.11% | 145 |
|
|
2022
Q3 | $457K | Buy |
+1,497
| New | +$457K | 0.07% | 155 |
|