BTWM
Baker Tilly Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,087
| Closed | -$436K | – | 535 |
|
|
2023
Q2 | $436K | Sell |
1,087
-475
| -30% | -$190K | 0.05% | 373 |
|
|
2023
Q1 | $539K | Sell |
1,562
-351
| -18% | -$121K | 0.06% | 311 |
|
|
2022
Q4 | $641K | Buy |
1,913
+543
| +40% | +$182K | 0.08% | 270 |
|
|
2022
Q3 | $418K | Buy |
1,370
+359
| +36% | +$110K | 0.06% | 335 |
|
|
2022
Q2 | $341K | Sell |
1,011
-46
| -4% | -$15.5K | 0.04% | 390 |
|
|
2022
Q1 | $434K | Buy |
1,057
+568
| +116% | +$233K | 0.05% | 372 |
|
|
2021
Q4 | $231K | Sell |
489
-286
| -37% | -$135K | 0.02% | 479 |
|
|
2021
Q3 | $329K | Buy |
775
+32
| +4% | +$13.6K | 0.04% | 403 |
|
|
2021
Q2 | $305K | Buy |
743
+22
| +3% | +$9.03K | 0.05% | 395 |
|
|
2021
Q1 | $254K | Buy |
+721
| New | +$254K | 0.05% | 400 |
|