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Legacy Wealth Management (Idaho)’s S&P Global SPGI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.8K Hold
30
– – 0.01% 263
2025
Q1 		$15.2K Hold
30
– – 0.01% 271
2024
Q4 		$15.6K Hold
30
– – 0.01% 239
2024
Q3 		$15.3K Buy
+30
New +$15.3K 0.01% 253