Madison Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.06M | Sell |
11,115
-136
| -1% | -$49.7K | 0.85% | 36 |
|
|
2023
Q2 | $4.51M | Sell |
11,251
-66
| -0.6% | -$26.5K | 0.91% | 33 |
|
|
2023
Q1 | $3.9M | Sell |
11,317
-56
| -0.5% | -$19.3K | 0.84% | 39 |
|
|
2022
Q4 | $3.81M | Buy |
11,373
+48
| +0.4% | +$16.1K | 0.87% | 35 |
|
|
2022
Q3 | $3.46M | Buy |
11,325
+491
| +5% | +$150K | 0.85% | 38 |
|
|
2022
Q2 | $3.65M | Buy |
10,834
+2,404
| +29% | +$810K | 0.89% | 37 |
|
|
2022
Q1 | $3.46M | Buy |
8,430
+230
| +3% | +$94.3K | 0.73% | 40 |
|
|
2021
Q4 | $3.87M | Buy |
8,200
+110
| +1% | +$51.9K | 0.78% | 37 |
|
|
2021
Q3 | $3.44M | Buy |
8,090
+5
| +0.1% | +$2.12K | 0.75% | 37 |
|
|
2021
Q2 | $3.32M | Buy |
8,085
+327
| +4% | +$134K | 0.73% | 38 |
|
|
2021
Q1 | $2.74M | Buy |
+7,758
| New | +$2.74M | 0.67% | 40 |
|