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

SVA Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$807K Buy
2,454
+1,129
+85% +$371K 0.07% 134
2020
Q3 		$478K Buy
1,325
+638
+93% +$230K 0.05% 150
2020
Q2 		$226K Buy
+687
New +$226K 0.02% 185