MGB Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
671
-50
| -7% | -$26.4K | 0.12% | 157 |
|
|
2025
Q1 | $366K | Buy |
721
+220
| +44% | +$112K | 0.13% | 147 |
|
|
2024
Q4 | $250K | Buy |
501
+38
| +8% | +$18.9K | 0.08% | 174 |
|
|
2024
Q3 | $239K | Hold |
463
| – | – | 0.09% | 167 |
|
|
2024
Q2 | $221K | Buy |
+463
| New | +$221K | 0.08% | 178 |
|