Dale Q Rice Investment Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-422	Closed	-$214K	–	87
2025 Q1	$214K	Buy	+422	New	+$214K	0.11%	91