AFWM
AMJ Financial Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-576
| Closed | -$210K | – | 76 |
|
|
2023
Q3 | $210K | Hold |
576
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $231K | Buy |
+576
| New | +$231K | 0.1% | 65 |
|
|
2022
Q2 | – | Sell |
-576
| Closed | -$236K | – | 82 |
|
|
2022
Q1 | $236K | Hold |
576
| – | – | 0.09% | 76 |
|
|
2021
Q4 | $272K | Hold |
576
| – | – | 0.1% | 82 |
|
|
2021
Q3 | $245K | Sell |
576
-92
| -14% | -$39.1K | 0.1% | 85 |
|
|
2021
Q2 | $274K | Hold |
668
| – | – | 0.12% | 81 |
|
|
2021
Q1 | $236K | Hold |
668
| – | – | 0.11% | 78 |
|
|
2020
Q4 | $220K | Sell |
668
-32
| -5% | -$10.5K | 0.11% | 73 |
|
|
2020
Q3 | $252K | Hold |
700
| – | – | 0.15% | 57 |
|
|
2020
Q2 | $231K | Buy |
+700
| New | +$231K | 0.16% | 59 |
|