NWAM LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Sell |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $207K | Buy |
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