WFAG
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Worth Financial Advisory Group’s S&P Global SPGI Stock Holding History

Worth Financial Advisory Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-508
Closed -$216K – 159
2024
Q1 		$216K Sell
508
-3
-0.6% -$1.28K 0.15% 128
2023
Q4 		$225K Buy
+511
New +$225K 0.18% 120