Wealthcare Advisory Partners’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 | $396K | Buy |
752
+31
| +4% | +$16.3K | 0.01% | 708 |
|
|
2025
Q1 | $366K | Buy |
721
+15
| +2% | +$7.62K | 0.01% | 675 |
|
|
2024
Q4 | $351K | Sell |
706
-25
| -3% | -$12.4K | 0.01% | 661 |
|
|
2024
Q3 | $377K | Sell |
731
-128
| -15% | -$66.1K | 0.01% | 640 |
|
|
2024
Q2 | $383K | Buy |
859
+166
| +24% | +$74.1K | 0.01% | 599 |
|
|
2024
Q1 | $295K | Buy |
693
+16
| +2% | +$6.81K | 0.01% | 679 |
|
|
2023
Q4 | $298K | Sell |
677
-106
| -14% | -$46.7K | 0.01% | 612 |
|
|
2023
Q3 | $286K | Sell |
783
-1
| -0.1% | -$365 | 0.01% | 561 |
|
|
2023
Q2 | $314K | Buy |
784
+61
| +8% | +$24.5K | 0.01% | 548 |
|
|
2023
Q1 | $249K | Buy |
723
+16
| +2% | +$5.52K | 0.01% | 636 |
|
|
2022
Q4 | $237K | Buy |
+707
| New | +$237K | 0.01% | 602 |
|
|
2021
Q2 | – | Sell |
-93
| Closed | -$33K | – | 1683 |
|
|
2021
Q1 | $33K | Buy |
+93
| New | +$33K | ﹤0.01% | 1027 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$11K | – | 1199 |
|
|
2020
Q1 | $11K | Buy |
44
+1
| +2% | +$250 | ﹤0.01% | 906 |
|
|
2019
Q4 | $12K | Hold |
43
| – | – | ﹤0.01% | 895 |
|
|
2019
Q3 | $11K | Hold |
43
| – | – | ﹤0.01% | 903 |
|
|
2019
Q2 | $10K | Hold |
43
| – | – | ﹤0.01% | 916 |
|
|
2019
Q1 | $9K | Hold |
43
| – | – | ﹤0.01% | 847 |
|
|
2018
Q4 | $7K | Hold |
43
| – | – | ﹤0.01% | 874 |
|
|
2018
Q3 | $8K | Hold |
43
| – | – | ﹤0.01% | 911 |
|
|
2018
Q2 | $9K | Buy |
43
+39
| +975% | +$8.16K | ﹤0.01% | 872 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1027 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1023 |
|