FNWM
Financial Network Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $380K | Sell |
749
-142
| -16% | -$72K | 0.13% | 78 |
|
|
2024
Q4 | $443K | Hold |
891
| – | – | 0.16% | 72 |
|
|
2024
Q3 | $460K | Buy |
891
+91
| +11% | +$47K | 0.16% | 72 |
|
|
2024
Q2 | $356K | Buy |
+800
| New | +$356K | 0.14% | 76 |
|
|
2024
Q1 | – | Sell |
-800
| Closed | -$352K | – | 86 |
|
|
2023
Q4 | $352K | Hold |
800
| – | – | 0.15% | 73 |
|
|
2023
Q3 | $293K | Hold |
800
| – | – | 0.14% | 75 |
|
|
2023
Q2 | $313K | Hold |
800
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $276K | Hold |
800
| – | – | 0.14% | 84 |
|
|
2022
Q4 | $268K | Sell |
800
-25
| -3% | -$8.37K | 0.14% | 85 |
|
|
2022
Q3 | $252K | Buy |
825
+25
| +3% | +$7.64K | 0.16% | 76 |
|
|
2022
Q2 | $270K | Hold |
800
| – | – | 0.16% | 70 |
|
|
2022
Q1 | $328K | Hold |
800
| – | – | 0.17% | 73 |
|
|
2021
Q4 | $378K | Hold |
800
| – | – | 0.19% | 63 |
|
|
2021
Q3 | $340K | Hold |
800
| – | – | 0.19% | 71 |
|
|
2021
Q2 | $328K | Hold |
800
| – | – | 0.19% | 71 |
|
|
2021
Q1 | $282K | Buy |
+800
| New | +$282K | 0.18% | 80 |
|