EWM
EPG 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 | $1.14M | Buy |
2,159
+129
| +6% | +$68K | 0.34% | 88 |
|
|
2025
Q1 | $1.03M | Buy |
2,030
+196
| +11% | +$99.6K | 0.29% | 102 |
|
|
2024
Q4 | $914K | Buy |
+1,834
| New | +$914K | 0.24% | 114 |
|
|
2023
Q4 | – | Sell |
-1,935
| Closed | -$707K | – | 445 |
|
|
2023
Q3 | $707K | Buy |
1,935
+194
| +11% | +$70.9K | 0.21% | 119 |
|
|
2023
Q2 | $698K | Buy |
1,741
+90
| +5% | +$36.1K | 0.21% | 119 |
|
|
2023
Q1 | $569K | Buy |
1,651
+1,010
| +158% | +$348K | 0.18% | 132 |
|
|
2022
Q4 | $215K | Buy |
+641
| New | +$215K | 0.08% | 203 |
|
|
2022
Q2 | – | Sell |
-535
| Closed | -$219K | – | 374 |
|
|
2022
Q1 | $219K | Buy |
535
+39
| +8% | +$16K | 0.08% | 220 |
|
|
2021
Q4 | $234K | Buy |
496
+3
| +0.6% | +$1.42K | 0.08% | 206 |
|
|
2021
Q3 | $210K | Buy |
+493
| New | +$210K | 0.08% | 203 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 668 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 757 |
|