IWS
Insight Wealth Strategies’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,400
| Closed | -$1.86M | – | 141 |
|
|
2023
Q1 | $1.86M | Sell |
5,400
-136
| -2% | -$46.9K | 0.37% | 44 |
|
|
2022
Q4 | $1.85M | Buy |
5,536
+98
| +2% | +$32.8K | 0.36% | 43 |
|
|
2022
Q3 | $1.83M | Hold |
5,438
| – | – | 0.34% | 40 |
|
|
2022
Q2 | $1.83M | Sell |
5,438
-170
| -3% | -$57.3K | 0.34% | 40 |
|
|
2022
Q1 | $2.3M | Buy |
5,608
+219
| +4% | +$89.8K | 0.34% | 41 |
|
|
2021
Q4 | $2.54M | Buy |
5,389
+43
| +0.8% | +$20.3K | 0.36% | 36 |
|
|
2021
Q3 | $2.27M | Buy |
5,346
+32
| +0.6% | +$13.6K | 0.32% | 42 |
|
|
2021
Q2 | $2.18M | Sell |
5,314
-982
| -16% | -$403K | 0.31% | 36 |
|
|
2021
Q1 | $2.22M | Buy |
6,296
+1,222
| +24% | +$431K | 0.3% | 46 |
|
|
2020
Q4 | $1.67M | Buy |
5,074
+342
| +7% | +$112K | 0.28% | 48 |
|
|
2020
Q3 | $1.71M | Buy |
4,732
+1,511
| +47% | +$545K | 0.32% | 36 |
|
|
2020
Q2 | $1.06M | Buy |
3,221
+605
| +23% | +$199K | 0.24% | 43 |
|
|
2020
Q1 | $641K | Sell |
2,616
-4,685
| -64% | -$1.15M | 0.17% | 58 |
|
|
2019
Q4 | $1.99M | Buy |
7,301
+387
| +6% | +$106K | 0.42% | 47 |
|
|
2019
Q3 | $1.69M | Buy |
6,914
+856
| +14% | +$210K | 0.4% | 50 |
|
|
2019
Q2 | $1.38M | Buy |
6,058
+1,623
| +37% | +$370K | 0.34% | 53 |
|
|
2019
Q1 | $934K | Buy |
4,435
+260
| +6% | +$54.8K | 0.26% | 65 |
|
|
2018
Q4 | $710K | Buy |
+4,175
| New | +$710K | 0.22% | 66 |
|