AWM
Aspire Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $898K | Hold |
1,739
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $776K | Hold |
1,739
| – | – | 0.44% | 44 |
|
|
2024
Q1 | $740K | Hold |
1,739
| – | – | 0.45% | 46 |
|
|
2023
Q4 | $766K | Hold |
1,739
| – | – | 0.52% | 41 |
|
|
2023
Q3 | $635K | Hold |
1,739
| – | – | 0.48% | 43 |
|
|
2023
Q2 | $697K | Hold |
1,739
| – | – | 0.53% | 44 |
|
|
2023
Q1 | $600K | Hold |
1,739
| – | – | 0.49% | 49 |
|
|
2022
Q4 | $582K | Buy |
+1,739
| New | +$582K | 0.51% | 41 |
|