TW
Transform Wealth’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.88M | Buy |
3,698
+8
| +0.2% | +$4.07K | 0.11% | 119 |
|
|
2024
Q4 | $1.84M | Buy |
3,690
+110
| +3% | +$54.8K | 0.1% | 122 |
|
|
2024
Q3 | $1.85M | Hold |
3,580
| – | – | 0.12% | 104 |
|
|
2024
Q2 | $1.6M | Sell |
3,580
-2
| -0.1% | -$892 | 0.12% | 105 |
|
|
2024
Q1 | $1.52M | Buy |
3,582
+2
| +0.1% | +$851 | 0.14% | 108 |
|
|
2023
Q4 | $1.58M | Sell |
3,580
-322
| -8% | -$142K | 0.15% | 114 |
|
|
2023
Q3 | $1.43M | Sell |
3,902
-5,700
| -59% | -$2.08M | 0.15% | 113 |
|
|
2023
Q2 | $3.85M | Hold |
9,602
| – | – | 0.35% | 91 |
|
|
2023
Q1 | $3.31M | Buy |
9,602
+3,608
| +60% | +$1.24M | 0.31% | 90 |
|
|
2022
Q4 | $2.01M | Buy |
5,994
+4,796
| +400% | +$1.61M | 0.23% | 97 |
|
|
2022
Q3 | $366K | Sell |
1,198
-283
| -19% | -$86.5K | 0.05% | 141 |
|
|
2022
Q2 | $499K | Sell |
1,481
-611
| -29% | -$206K | 0.07% | 126 |
|
|
2022
Q1 | $859K | Buy |
2,092
+450
| +27% | +$185K | 0.1% | 120 |
|
|
2021
Q4 | $775K | Sell |
1,642
-192
| -10% | -$90.6K | 0.08% | 129 |
|
|
2021
Q3 | $779K | Sell |
1,834
-182
| -9% | -$77.3K | 0.09% | 132 |
|
|
2021
Q2 | $827K | Buy |
2,016
+145
| +8% | +$59.5K | 0.1% | 132 |
|
|
2021
Q1 | $660K | Sell |
1,871
-11
| -0.6% | -$3.88K | 0.13% | 128 |
|
|
2020
Q4 | $619K | Buy |
+1,882
| New | +$619K | 0.13% | 133 |
|