SPWG
Sage Private Wealth Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60
| Closed | -$18K | – | 162 |
|
|
2022
Q3 | $18K | Hold |
60
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $20K | Sell |
60
-4,510
| -99% | -$1.5M | 0.03% | 117 |
|
|
2022
Q1 | $29K | Buy |
4,570
+60
| +1% | +$381 | 0.03% | 108 |
|
|
2021
Q4 | $4K | Buy |
4,510
+4,500
| +45,000% | +$3.99K | 0.01% | 160 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $4K | Hold |
10
| – | – | 0.01% | 156 |
|
|
2021
Q1 | $4K | Hold |
10
| – | – | 0.01% | 157 |
|
|
2020
Q4 | $3K | Buy |
+10
| New | +$3K | 0.01% | 150 |
|