MCWA
Meadow Creek Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
683
-8
| -1% | -$4.22K | 0.24% | 85 |
|
|
2025
Q1 | $351K | Sell |
691
-3
| -0.4% | -$1.52K | 0.26% | 85 |
|
|
2024
Q4 | $346K | Buy |
694
+5
| +0.7% | +$2.49K | 0.25% | 87 |
|
|
2024
Q3 | $356K | Hold |
689
| – | – | 0.28% | 86 |
|
|
2024
Q2 | $307K | Sell |
689
-98
| -12% | -$43.7K | 0.29% | 87 |
|
|
2024
Q1 | $335K | Sell |
787
-49
| -6% | -$20.9K | 0.23% | 100 |
|
|
2023
Q4 | $368K | Buy |
+836
| New | +$368K | 0.36% | 66 |
|
|
2022
Q3 | $299K | Buy |
979
+46
| +5% | +$14K | 0.4% | 67 |
|
|
2022
Q2 | $315K | Buy |
933
+27
| +3% | +$9.12K | 0.39% | 68 |
|
|
2022
Q1 | $372K | Buy |
+906
| New | +$372K | 0.4% | 72 |
|