Northwest Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$2.04K | – | 434 |
|
|
2025
Q1 | $2.04K | Hold |
4
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $1.99K | Hold |
4
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $2.07K | Hold |
4
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $1.78K | Sell |
4
-23
| -85% | -$10.3K | ﹤0.01% | 416 |
|
|
2024
Q1 | $11.5K | Hold |
27
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $11.9K | Buy |
27
+4
| +17% | +$1.76K | ﹤0.01% | 355 |
|
|
2023
Q3 | $8.4K | Hold |
23
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $9.22K | Buy |
+23
| New | +$9.22K | ﹤0.01% | 383 |
|