Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $4.51M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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