DPW
DiNuzzo Private Wealth’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.96K | Hold |
17
| – | – | ﹤0.01% | 282 |
|
2025
Q1 | $8.64K | Sell |
17
-1
| -6% | -$508 | ﹤0.01% | 275 |
|
2024
Q4 | $8.97K | Hold |
18
| – | – | ﹤0.01% | 263 |
|
2024
Q3 | $9.3K | Buy |
18
+1
| +6% | +$517 | ﹤0.01% | 266 |
|
2024
Q2 | $7.58K | Buy |
17
+1
| +6% | +$446 | ﹤0.01% | 227 |
|
2024
Q1 | $6.81K | Buy |
16
+1
| +7% | +$426 | ﹤0.01% | 218 |
|
2023
Q4 | $6.61K | Buy |
+15
| New | +$6.61K | ﹤0.01% | 211 |
|