WBI Investments’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 | – | Sell |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $3.19M | Sell |
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|
2019
Q4 | $3.71M | Sell |
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|
2019
Q3 | $5.22M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.41M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $999K | Buy |
|