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

Integris Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$211K Hold
400
– – 0.06% 111
2025
Q1 		$203K Buy
+400
New +$203K 0.06% 102
2024
Q4 		– Sell
-399
Closed -$206K – 110
2024
Q3 		$206K Buy
+399
New +$206K 0.06% 100