GWMIA
Global Wealth Management Investment Advisory’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$3.52K | – | 390 |
|
|
2023
Q4 | $3.52K | Buy |
+8
| New | +$3.52K | ﹤0.01% | 358 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | -$1K | – | 713 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 658 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 669 |
|