WF
Wayfinding Financial’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
511
-40
| -7% | -$22.5K | 0.13% | 105 |
|
|
2025
Q1 | $280K | Sell |
551
-52
| -9% | -$26.4K | 0.12% | 102 |
|
|
2024
Q4 | $300K | Buy |
+603
| New | +$300K | 0.16% | 92 |
|
|
2024
Q3 | – | Sell |
-554
| Closed | -$247K | – | 115 |
|
|
2024
Q2 | $247K | Buy |
+554
| New | +$247K | 0.14% | 101 |
|