KSWWM
Keyes Stange & Wooten Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
383
-51
| -12% | -$26.9K | 0.1% | 69 |
|
|
2025
Q1 | $221K | Sell |
434
-5
| -1% | -$2.54K | 0.13% | 60 |
|
|
2024
Q4 | $219K | Sell |
439
-9
| -2% | -$4.48K | 0.13% | 66 |
|
|
2024
Q3 | $231K | Sell |
448
-10
| -2% | -$5.17K | 0.14% | 63 |
|
|
2024
Q2 | $204K | Buy |
+458
| New | +$204K | 0.14% | 65 |
|