GWM
Gitterman 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 | $13.2K | Sell |
25
-460
| -95% | -$243K | ﹤0.01% | 311 |
|
|
2025
Q1 | $247K | Buy |
485
+2
| +0.4% | +$1.02K | 0.07% | 92 |
|
|
2024
Q4 | $241K | Buy |
483
+26
| +6% | +$13K | 0.1% | 91 |
|
|
2024
Q3 | $236K | Buy |
457
+6
| +1% | +$3.1K | 0.1% | 91 |
|
|
2024
Q2 | $201K | Buy |
+451
| New | +$201K | 0.08% | 104 |
|
|
2023
Q4 | – | Sell |
-715
| Closed | -$261K | – | 107 |
|
|
2023
Q3 | $261K | Buy |
+715
| New | +$261K | 0.12% | 44 |
|
|
2022
Q2 | – | Sell |
-589
| Closed | -$242K | – | 101 |
|
|
2022
Q1 | $242K | Buy |
+589
| New | +$242K | 0.19% | 70 |
|