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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$253K Hold
2023
Q4
$262K Hold
2023
Q3
$217K Buy
2023
Q2
$238K Hold
2023
Q1
$204K Buy