SWM
Scissortail Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-511
| Closed | -$254K | – | 127 |
|
|
2024
Q4 | $254K | Buy |
511
+507
| +12,675% | +$252K | 0.07% | 106 |
|
|
2024
Q3 | $264K | Sell |
4
-482
| -99% | -$31.8M | 0.06% | 108 |
|
|
2024
Q2 | $217K | Buy |
+486
| New | +$217K | 0.06% | 113 |
|
|
2024
Q1 | – | Sell |
-482
| Closed | -$217K | – | 197 |
|
|
2023
Q4 | $217K | Buy |
+482
| New | +$217K | 0.07% | 143 |
|