CWM
Cordatus Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
4,541
-9
| -0.2% | -$4.75K | 0.59% | 51 |
|
|
2025
Q1 | $2.31M | Sell |
4,550
-74
| -2% | -$37.6K | 0.63% | 51 |
|
|
2024
Q4 | $2.3M | Buy |
4,624
+48
| +1% | +$23.9K | 0.61% | 52 |
|
|
2024
Q3 | $2.36M | Sell |
4,576
-107
| -2% | -$55.3K | 0.85% | 38 |
|
|
2024
Q2 | $2.09M | Sell |
4,683
-160
| -3% | -$71.4K | 0.78% | 40 |
|
|
2024
Q1 | $2.06M | Buy |
+4,843
| New | +$2.06M | 1.49% | 23 |
|
|
2021
Q1 | $463K | Buy |
+1,312
| New | +$463K | 0.18% | 131 |
|