FWG Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+552
| New | +$291K | 0.22% | 83 |
|
|
2025
Q1 | – | Sell |
-618
| Closed | -$308K | – | 109 |
|
|
2024
Q4 | $308K | Sell |
618
-7
| -1% | -$3.48K | 0.24% | 94 |
|
|
2024
Q3 | $323K | Sell |
625
-27
| -4% | -$13.9K | 0.28% | 83 |
|
|
2024
Q2 | $291K | Sell |
652
-89
| -12% | -$39.7K | 0.29% | 81 |
|
|
2024
Q1 | $315K | Sell |
741
-32
| -4% | -$13.6K | 0.34% | 70 |
|
|
2023
Q4 | $340K | Buy |
+773
| New | +$340K | 0.42% | 55 |
|