Valley National Advisers’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 | $74K | Buy |
142
+25
| +21% | +$13K | 0.01% | 340 |
|
|
2025
Q1 | $58K | Buy |
117
+81
| +225% | +$40.2K | 0.01% | 358 |
|
|
2024
Q4 | $17K | Buy |
36
+31
| +620% | +$14.6K | ﹤0.01% | 474 |
|
|
2024
Q3 | $2K | Sell |
5
-35
| -88% | -$14K | ﹤0.01% | 671 |
|
|
2024
Q2 | $17K | Buy |
40
+2
| +5% | +$850 | ﹤0.01% | 529 |
|
|
2024
Q1 | $16K | Buy |
38
+2
| +6% | +$842 | ﹤0.01% | 562 |
|
|
2023
Q4 | $15K | Buy |
36
+23
| +177% | +$9.58K | ﹤0.01% | 588 |
|
|
2023
Q3 | $5K | Buy |
13
+5
| +63% | +$1.92K | ﹤0.01% | 711 |
|
|
2023
Q2 | $4K | Buy |
8
+3
| +60% | +$1.5K | ﹤0.01% | 713 |
|
|
2023
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 816 |
|
|
2022
Q3 | $2K | Buy |
5
+2
| +67% | +$800 | ﹤0.01% | 796 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 854 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 874 |
|