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Selective Wealth Management’s S&P Global SPGI Stock Holding History

Selective Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed -$2K – 638
2022
Q3 		$2K Hold
7
– – ﹤0.01% 688
2022
Q2 		$2K Hold
7
– – ﹤0.01% 703
2022
Q1 		$3K Buy
+7
New +$3K ﹤0.01% 645