Dogwood Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
36
+34
| +1,700% | +$17.9K | 0.01% | 180 |
|
|
2025
Q1 | $1.02K | Buy |
+2
| New | +$1.02K | ﹤0.01% | 429 |
|
|
2024
Q4 | – | Hold |
0
| – | -$23 | – | 593 |
|
|
2024
Q3 | – | Hold |
0
| – | -$19 | – | 210 |
|
|
2024
Q2 | – | Hold |
0
| – | -$17 | – | 261 |
|
|
2024
Q1 | – | Hold |
0
| – | -$28 | – | 258 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 226 |
|