FNWA
Financial Network 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 | $127K | Buy |
240
+10
| +4% | +$5.27K | 0.15% | 131 |
|
2025
Q1 | $117K | Buy |
230
+60
| +35% | +$30.5K | 0.15% | 126 |
|
2024
Q4 | $84.7K | Sell |
170
-285
| -63% | -$142K | 0.16% | 120 |
|
2024
Q3 | $235K | Sell |
455
-163
| -26% | -$84.2K | 0.19% | 102 |
|
2024
Q2 | $279K | Buy |
+618
| New | +$279K | 0.21% | 98 |
|