WWS
Wellington Wealth Strategies’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-689
| Closed | -$331K | – | 90 |
|
|
2024
Q3 | $331K | Buy |
+689
| New | +$331K | 0.25% | 56 |
|
|
2024
Q2 | – | Sell |
-654
| Closed | -$278K | – | 159 |
|
|
2024
Q1 | $278K | Sell |
654
-37
| -5% | -$15.7K | 0.13% | 117 |
|
|
2023
Q4 | $304K | Buy |
+691
| New | +$304K | 0.26% | 65 |
|
|
2020
Q4 | $304K | Buy |
+691
| New | +$304K | 0.26% | 65 |
|