Invenio Wealth Partners’s S&P Global SPGI Stock Holding History

Invenio Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$246K	Sell
2025 Q1	$297K	Buy
2024 Q4	$286K	Buy
2024 Q3	$285K	Buy
2024 Q2	$238K	Sell
2024 Q1	$383K	Sell
2023 Q4	$483K	Sell
2023 Q3	$443K	Sell
2023 Q2	$541K	Buy