WIA
Wetzel Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
410
-25
| -6% | -$13.2K | 0.1% | 116 |
|
|
2025
Q1 | $221K | Sell |
435
-63
| -13% | -$32K | 0.11% | 110 |
|
|
2024
Q4 | $248K | Sell |
498
-5
| -1% | -$2.49K | 0.12% | 108 |
|
|
2024
Q3 | $260K | Buy |
503
+83
| +20% | +$42.9K | 0.13% | 105 |
|
|
2024
Q2 | $179K | Sell |
420
-84
| -17% | -$35.7K | 0.1% | 123 |
|
|
2024
Q1 | $208K | Sell |
504
-6
| -1% | -$2.48K | 0.12% | 112 |
|
|
2023
Q4 | $225K | Buy |
+510
| New | +$225K | 0.14% | 102 |
|