IWM
SPGI icon

Integrated Wealth Management’s S&P Global SPGI Stock Holding History

Integrated Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$1.61M Hold
12,301
– – 0.54% 54
2016
Q4 		$1.32M Hold
12,301
– – 0.49% 62
2016
Q3 		$1.56M Hold
12,301
– – 0.56% 46
2016
Q2 		$1.32M Buy
+12,301
New +$1.32M 0.51% 48