AWM
Accel Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
1,052
-5
| -0.5% | -$2.64K | 0.19% | 123 |
|
|
2025
Q1 | $537K | Buy |
1,057
+7
| +0.7% | +$3.56K | 0.19% | 119 |
|
|
2024
Q4 | $523K | Buy |
1,050
+1
| +0.1% | +$498 | 0.2% | 124 |
|
|
2024
Q3 | $542K | Buy |
1,049
+6
| +0.6% | +$3.1K | 0.2% | 121 |
|
|
2024
Q2 | $465K | Hold |
1,043
| – | – | 0.19% | 118 |
|
|
2024
Q1 | $444K | Buy |
+1,043
| New | +$444K | 0.19% | 117 |
|