MinichMacGregor Wealth Management’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-64
Closed -$21.4K 562
2022
Q4
$21.4K Buy
+64
New +$21.4K 0.01% 306
2016
Q4
Sell
-82
Closed -$10K 501
2016
Q3
$10K Hold
82
0.01% 269
2016
Q2
$8K Buy
+82
New +$8K 0.01% 292