West Michigan Advisors’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 | $495K | Sell |
939
-4
| -0.4% | -$2.11K | 0.14% | 114 |
|
|
2025
Q1 | $479K | Sell |
943
-36
| -4% | -$18.3K | 0.16% | 106 |
|
|
2024
Q4 | $488K | Buy |
979
+1
| +0.1% | +$498 | 0.15% | 108 |
|
|
2024
Q3 | $505K | Sell |
978
-33
| -3% | -$17.1K | 0.15% | 108 |
|
|
2024
Q2 | $451K | Sell |
1,011
-32
| -3% | -$14.3K | 0.14% | 110 |
|
|
2024
Q1 | $444K | Sell |
1,043
-17
| -2% | -$7.23K | 0.14% | 103 |
|
|
2023
Q4 | $467K | Buy |
1,060
+41
| +4% | +$18.1K | 0.18% | 84 |
|
|
2023
Q3 | $372K | Sell |
1,019
-12
| -1% | -$4.39K | 0.2% | 94 |
|
|
2023
Q2 | $413K | Sell |
1,031
-54
| -5% | -$21.7K | 0.17% | 126 |
|
|
2023
Q1 | $374K | Buy |
1,085
+38
| +4% | +$13.1K | 0.21% | 90 |
|
|
2022
Q4 | $351K | Buy |
1,047
+4
| +0.4% | +$1.34K | 0.26% | 71 |
|
|
2022
Q3 | $319K | Sell |
1,043
-9
| -0.9% | -$2.75K | 0.28% | 72 |
|
|
2022
Q2 | $355K | Buy |
1,052
+90
| +9% | +$30.4K | 0.3% | 70 |
|
|
2022
Q1 | $395K | Buy |
962
+267
| +38% | +$110K | 0.27% | 70 |
|
|
2021
Q4 | $328K | Buy |
+695
| New | +$328K | 0.24% | 78 |
|