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Worth Asset Management’s S&P Global SPGI Stock Holding History

Worth Asset Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$5.02K – 536
2022
Q4 		$5.02K Hold
15
– – ﹤0.01% 364
2022
Q3 		$5K Hold
15
– – ﹤0.01% 353
2022
Q2 		$5K Hold
15
– – ﹤0.01% 414
2022
Q1 		$5K Buy
+15
New +$5K ﹤0.01% 410