AWA
Artemis Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-87
| Closed | -$35.6K | – | 139 |
|
|
2022
Q1 | $35.6K | Buy |
87
+1
| +1% | +$409 | 0.01% | 42 |
|
|
2021
Q4 | $40.4K | Sell |
86
-4
| -4% | -$1.88K | 0.01% | 52 |
|
|
2021
Q3 | $38.4K | Buy |
90
+27
| +43% | +$11.5K | 0.01% | 53 |
|
|
2021
Q2 | $26K | Buy |
63
+1
| +2% | +$412 | ﹤0.01% | 53 |
|
|
2021
Q1 | $21.9K | Buy |
+62
| New | +$21.9K | ﹤0.01% | 63 |
|