Foguth 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 | – | Sell |
-436
| Closed | -$224K | – | 165 |
|
|
2024
Q4 | $224K | Sell |
436
-48
| -10% | -$24.6K | 0.06% | 141 |
|
|
2024
Q3 | $251K | Sell |
484
-228
| -32% | -$118K | 0.09% | 111 |
|
|
2024
Q2 | $318K | Buy |
712
+230
| +48% | +$103K | 0.14% | 87 |
|
|
2024
Q1 | $205K | Buy |
+482
| New | +$205K | 0.11% | 125 |
|