PPWM
PFG Private 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 | – | Sell |
-19
| Closed | -$9.65K | – | 224 |
|
|
2025
Q1 | $9.65K | Buy |
+19
| New | +$9.65K | 0.01% | 154 |
|
|
2022
Q1 | – | Sell |
-215
| Closed | -$101K | – | 347 |
|
|
2021
Q4 | $101K | Buy |
215
+12
| +6% | +$5.64K | 0.05% | 113 |
|
|
2021
Q3 | $86K | Buy |
+203
| New | +$86K | 0.05% | 89 |
|