DWMG
DB Wealth Management Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.97K | Hold |
9
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $3.29K | Hold |
9
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $3.61K | Hold |
9
| – | – | ﹤0.01% | 321 |
|
|
2023
Q1 | $3.1K | Hold |
9
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $3.01K | Buy |
+9
| New | +$3.01K | ﹤0.01% | 320 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$4K | – | 384 |
|
|
2021
Q4 | $4K | Hold |
9
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 304 |
|
|
2021
Q2 | $4K | Hold |
9
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 334 |
|
|
2020
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 330 |
|