IWN
Independent Wealth Network’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
578
+29
| +5% | +$15.3K | 0.11% | 191 |
|
|
2025
Q1 | $279K | Sell |
549
-5
| -0.9% | -$2.54K | 0.11% | 187 |
|
|
2024
Q4 | $276K | Buy |
554
+50
| +10% | +$24.9K | 0.11% | 180 |
|
|
2024
Q3 | $260K | Sell |
504
-8
| -2% | -$4.13K | 0.12% | 183 |
|
|
2024
Q2 | $228K | Buy |
512
+18
| +4% | +$8.03K | 0.11% | 193 |
|
|
2024
Q1 | $210K | Sell |
494
-54
| -10% | -$23K | 0.1% | 200 |
|
|
2023
Q4 | $241K | Buy |
+548
| New | +$241K | 0.13% | 171 |
|
|
2023
Q3 | – | Sell |
-525
| Closed | -$210K | – | 209 |
|
|
2023
Q2 | $210K | Buy |
+525
| New | +$210K | 0.13% | 186 |
|
|
2022
Q2 | – | Sell |
-572
| Closed | -$235K | – | 211 |
|
|
2022
Q1 | $235K | Buy |
572
+16
| +3% | +$6.57K | 0.15% | 167 |
|
|
2021
Q4 | $262K | Buy |
556
+16
| +3% | +$7.54K | 0.16% | 155 |
|
|
2021
Q3 | $246K | Buy |
+540
| New | +$246K | 0.16% | 160 |
|