WI
WBI Investments’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
738
-525
| -42% | -$277K | 0.1% | 188 |
|
|
2025
Q1 | $642K | Sell |
1,263
-2,360
| -65% | -$1.2M | 0.17% | 132 |
|
|
2024
Q4 | $1.8M | Buy |
3,623
+1,001
| +38% | +$499K | 0.45% | 68 |
|
|
2024
Q3 | $1.35M | Buy |
+2,622
| New | +$1.35M | 0.33% | 86 |
|
|
2020
Q2 | – | Sell |
-13,017
| Closed | -$3.19M | – | 129 |
|
|
2020
Q1 | $3.19M | Sell |
13,017
-554
| -4% | -$136K | 0.6% | 24 |
|
|
2019
Q4 | $3.71M | Sell |
13,571
-7,720
| -36% | -$2.11M | 0.4% | 61 |
|
|
2019
Q3 | $5.22M | Buy |
+21,291
| New | +$5.22M | 0.5% | 47 |
|
|
2019
Q2 | – | Sell |
-16,197
| Closed | -$3.41M | – | 293 |
|
|
2019
Q1 | $3.41M | Buy |
+16,197
| New | +$3.41M | 0.26% | 81 |
|
|
2018
Q1 | – | Sell |
-12,733
| Closed | -$2.16M | – | 311 |
|
|
2017
Q4 | $2.16M | Sell |
12,733
-670
| -5% | -$114K | 0.1% | 143 |
|
|
2017
Q3 | $2.1M | Buy |
13,403
+6,563
| +96% | +$1.03M | 0.09% | 133 |
|
|
2017
Q2 | $999K | Buy |
+6,840
| New | +$999K | 0.04% | 204 |
|