Janiczek Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $736 | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $50K | Buy |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4K | Buy |
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