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EnRich Financial Partners’s S&P Global SPGI Stock Holding History

EnRich Financial Partners’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-92
Closed -$45.8K – 191
2024
Q4 		$45.8K Hold
92
– – 0.02% 115
2024
Q3 		$47.5K Hold
92
– – 0.02% 109
2024
Q2 		$41K Hold
92
– – 0.02% 114
2024
Q1 		$39.1K Buy
+92
New +$39.1K 0.01% 104