Aspire Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$898K Hold
2024
Q2
$776K Hold
2024
Q1
$740K Hold
2023
Q4
$766K Hold
2023
Q3
$635K Hold
2023
Q2
$697K Hold
2023
Q1
$600K Hold
2022
Q4
$582K Buy