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Kondo Wealth Advisors’s S&P Global SPGI Stock Holding History

Kondo Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
476
+1
+0.2% +$529 0.11% 60
2025
Q1 		$241K Buy
475
+3
+0.6% +$1.52K 0.12% 54
2024
Q4 		$235K Buy
+472
New +$235K 0.12% 56