PWA
Provenance Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
1,014
| – | – | 0.08% | 63 |
|
|
2025
Q1 | $515K | Hold |
1,014
| – | – | 0.07% | 66 |
|
|
2024
Q4 | $505K | Hold |
1,014
| – | – | 0.07% | 88 |
|
|
2024
Q3 | $524K | Hold |
1,014
| – | – | 0.07% | 97 |
|
|
2024
Q2 | $452K | Hold |
1,014
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $431K | Hold |
1,014
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $447K | Hold |
1,014
| – | – | 0.06% | 90 |
|
|
2023
Q3 | $371K | Buy |
+1,014
| New | +$371K | 0.06% | 88 |
|