CWA
Cornerstone Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
955
-4
| -0.4% | -$2.11K | 0.13% | 32 |
|
|
2025
Q1 | $487K | Buy |
959
+4
| +0.4% | +$2.03K | 0.14% | 30 |
|
|
2024
Q4 | $476K | Hold |
955
| – | – | 0.13% | 32 |
|
|
2024
Q3 | $493K | Hold |
955
| – | – | 0.14% | 32 |
|
|
2024
Q2 | $426K | Hold |
955
| – | – | 0.13% | 33 |
|
|
2024
Q1 | $406K | Hold |
955
| – | – | 0.13% | 33 |
|
|
2023
Q4 | $421K | Hold |
955
| – | – | 0.14% | 32 |
|
|
2023
Q3 | $349K | Hold |
955
| – | – | 0.12% | 34 |
|
|
2023
Q2 | $383K | Hold |
955
| – | – | 0.13% | 33 |
|
|
2023
Q1 | $329K | Hold |
955
| – | – | 0.12% | 34 |
|
|
2022
Q4 | $320K | Hold |
955
| – | – | 0.12% | 34 |
|
|
2022
Q3 | $292K | Sell |
955
-20
| -2% | -$6.12K | 0.12% | 34 |
|
|
2022
Q2 | $329K | Hold |
975
| – | – | 0.13% | 35 |
|
|
2022
Q1 | $400K | Hold |
975
| – | – | 0.14% | 32 |
|
|
2021
Q4 | $460K | Hold |
975
| – | – | 0.15% | 31 |
|
|
2021
Q3 | $414K | Buy |
975
+20
| +2% | +$8.49K | 0.14% | 31 |
|
|
2021
Q2 | $394K | Buy |
+955
| New | +$394K | 0.14% | 31 |
|