World Equity 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
Q1 | – | Sell |
-610
| Closed | -$304K | – | 365 |
|
|
2024
Q4 | $304K | Buy |
+610
| New | +$304K | 0.07% | 264 |
|
|
2023
Q2 | – | Sell |
-23,741
| Closed | -$582K | – | 532 |
|
|
2023
Q1 | $582K | Buy |
23,741
+22,953
| +2,913% | +$562K | 0.09% | 248 |
|
|
2022
Q4 | $264K | Buy |
788
+41
| +5% | +$13.7K | 0.06% | 281 |
|
|
2022
Q3 | $228K | Sell |
747
-9
| -1% | -$2.75K | 0.06% | 290 |
|
|
2022
Q2 | $255K | Buy |
756
+129
| +21% | +$43.5K | 0.06% | 284 |
|
|
2022
Q1 | $257K | Buy |
+627
| New | +$257K | 0.06% | 296 |
|