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Measured Wealth Private Client Group’s S&P Global SPGI Stock Holding History

Measured Wealth Private Client Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-818
Closed -$269K – 163
2020
Q4 		$269K Buy
818
+123
+18% +$40.4K 0.11% 106
2020
Q3 		$251K Sell
695
-10
-1% -$3.61K 0.12% 102
2020
Q2 		$232K Buy
+705
New +$232K 0.14% 96