FWM
FSA 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 | $55.4K | Hold |
105
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $53.4K | Hold |
105
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $52.3K | Hold |
105
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $54.2K | Buy |
+105
| New | +$54.2K | 0.02% | 153 |
|
|
2024
Q1 | $44.7K | Hold |
105
| – | – | 0.02% | 160 |
|
|
2023
Q4 | $46K | Buy |
+105
| New | +$46K | 0.02% | 148 |
|
|
2021
Q1 | – | Sell |
-54
| Closed | -$18K | – | 208 |
|
|
2020
Q4 | $18K | Buy |
+54
| New | +$18K | 0.01% | 217 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | -$18K | – | 308 |
|
|
2020
Q2 | $18K | Hold |
54
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $13K | Hold |
54
| – | – | 0.01% | 219 |
|
|
2019
Q4 | $15K | Buy |
+54
| New | +$15K | 0.01% | 260 |
|