Private Wealth Management Group’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 | $31.1K | Hold |
59
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $30K | Hold |
59
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $29.4K | Hold |
59
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $30.5K | Buy |
59
+1
| +2% | +$517 | 0.01% | 221 |
|
|
2024
Q2 | $25.9K | Hold |
58
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $24.7K | Hold |
58
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $25.6K | Buy |
+58
| New | +$25.6K | 0.01% | 237 |
|