CW
Connectus Wealth’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $58.8K | Sell |
87,311
-6,927
| -7% | -$4.67K | ﹤0.01% | 367 |
|
|
2023
Q4 | $3.49M | Buy |
94,238
+77,548
| +465% | +$2.87M | 0.07% | 197 |
|
|
2023
Q3 | $3.02M | Sell |
16,690
-279
| -2% | -$50.5K | 0.07% | 214 |
|
|
2023
Q2 | $3.31M | Sell |
16,969
-448
| -3% | -$87.5K | 0.08% | 173 |
|
|
2023
Q1 | $2.85M | Buy |
17,417
+3,991
| +30% | +$653K | 0.07% | 193 |
|
|
2022
Q4 | $32.7M | Sell |
13,426
-1,062
| -7% | -$2.58M | 0.77% | 37 |
|
|
2022
Q3 | $30.2M | Sell |
14,488
-84,659
| -85% | -$176M | 0.63% | 35 |
|
|
2022
Q2 | $33.4M | Buy |
99,147
+6,259
| +7% | +$2.11M | 0.76% | 26 |
|
|
2022
Q1 | $38.1M | Sell |
92,888
-282
| -0.3% | -$116K | 1.21% | 20 |
|
|
2021
Q4 | $44M | Sell |
93,170
-742
| -0.8% | -$350K | 1.7% | 12 |
|
|
2021
Q3 | $39.9M | Buy |
93,912
+669
| +0.7% | +$284K | 4.46% | 9 |
|
|
2021
Q2 | $38.3M | Buy |
93,243
+503
| +0.5% | +$206K | 4.3% | 9 |
|
|
2021
Q1 | $34.1M | Buy |
+92,740
| New | +$34.1M | 4.08% | 10 |
|