CWA
CM Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,459
| Closed | -$625K | – | 163 |
|
|
2024
Q1 | $625K | Buy |
+1,459
| New | +$625K | 0.18% | 63 |
|
|
2023
Q3 | – | Sell |
-1,278
| Closed | -$501K | – | 158 |
|
|
2023
Q2 | $501K | Sell |
1,278
-5,629
| -81% | -$2.21M | 0.16% | 66 |
|
|
2023
Q1 | $2.35M | Buy |
+6,907
| New | +$2.35M | 0.45% | 37 |
|