NWAM LLC’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 | $535K | Sell |
1,012
-11
| -1% | -$5.82K | 0.04% | 318 |
|
|
2025
Q1 | $520K | Buy |
1,023
+6
| +0.6% | +$3.05K | 0.04% | 306 |
|
|
2024
Q4 | $507K | Sell |
1,017
-32
| -3% | -$15.9K | 0.03% | 376 |
|
|
2024
Q3 | $542K | Sell |
1,049
-74
| -7% | -$38.2K | 0.03% | 369 |
|
|
2024
Q2 | $501K | Buy |
1,123
+80
| +8% | +$35.7K | 0.15% | 85 |
|
|
2024
Q1 | $446K | Buy |
1,043
+326
| +45% | +$140K | 0.04% | 352 |
|
|
2023
Q4 | $316K | Buy |
717
+109
| +18% | +$48K | 0.03% | 428 |
|
|
2023
Q3 | $222K | Buy |
608
+37
| +6% | +$13.5K | 0.02% | 452 |
|
|
2023
Q2 | $229K | Buy |
+571
| New | +$229K | 0.02% | 480 |
|
|
2022
Q3 | – | Sell |
-791
| Closed | -$271K | – | 533 |
|
|
2022
Q2 | $271K | Buy |
791
+287
| +57% | +$98.3K | 0.03% | 422 |
|
|
2022
Q1 | $207K | Buy |
+504
| New | +$207K | 0.02% | 504 |
|