Wallace Advisory Group’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 | $493K | Sell |
971
-107
| -10% | -$54.4K | 0.36% | 82 |
|
|
2025
Q1 | $537K | Sell |
1,078
-17
| -2% | -$8.47K | 0.37% | 75 |
|
|
2024
Q4 | $566K | Sell |
1,095
-44
| -4% | -$22.7K | 0.39% | 67 |
|
|
2024
Q3 | $508K | Hold |
1,139
| – | – | 0.37% | 65 |
|
|
2024
Q2 | $508K | Sell |
1,139
-80
| -7% | -$35.7K | 0.37% | 66 |
|
|
2024
Q1 | $537K | Sell |
1,219
-66
| -5% | -$29.1K | 0.4% | 67 |
|
|
2023
Q4 | $470K | Sell |
1,285
-131
| -9% | -$47.9K | 0.37% | 71 |
|
|
2023
Q3 | $568K | Sell |
1,416
-54
| -4% | -$21.6K | 0.41% | 54 |
|
|
2023
Q2 | $507K | Hold |
1,470
| – | – | 0.39% | 69 |
|
|
2023
Q1 | $507K | Sell |
1,470
-46
| -3% | -$15.9K | 0.39% | 69 |
|
|
2022
Q4 | $508K | Buy |
+1,516
| New | +$508K | 0.4% | 61 |
|