Heritage Wealth Management (Arizona)’s S&P Global SPGI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$480K	Sell
2024 Q1	$499K	Sell
2023 Q4	$520K	Buy
2022 Q4	$1.74M	Buy
2022 Q3	$772K	Sell
2022 Q2	$859K	Sell
2022 Q1	$1.07M	Buy
2021 Q3	$483K	Buy
2021 Q2	$401K	Buy
2021 Q1	$329K	Buy