Physician Wealth Advisors’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 | $239K | Buy |
453
+28
| +7% | +$14.8K | 0.04% | 160 |
|
|
2025
Q1 | $216K | Sell |
425
-18
| -4% | -$9.15K | 0.04% | 169 |
|
|
2024
Q4 | $221K | Sell |
443
-33
| -7% | -$16.4K | 0.04% | 166 |
|
|
2024
Q3 | $252K | Sell |
476
-76
| -14% | -$40.2K | 0.05% | 156 |
|
|
2024
Q2 | $270K | Sell |
552
-26
| -4% | -$12.7K | 0.05% | 138 |
|
|
2024
Q1 | $236K | Buy |
+578
| New | +$236K | 0.05% | 147 |
|
|
2022
Q1 | – | Sell |
-468
| Closed | -$209K | – | 166 |
|
|
2021
Q4 | $209K | Sell |
468
-6
| -1% | -$2.68K | 0.05% | 154 |
|
|
2021
Q3 | $210K | Sell |
474
-4
| -0.8% | -$1.77K | 0.06% | 151 |
|
|
2021
Q2 | $200K | Buy |
+478
| New | +$200K | 0.06% | 150 |
|