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

ML&R Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$253K Hold
594
– – 0.06% 62
2023
Q4 		$262K Hold
594
– – 0.06% 64
2023
Q3 		$217K Buy
594
+1
+0.2% +$365 0.06% 60
2023
Q2 		$238K Hold
593
– – 0.05% 82
2023
Q1 		$204K Buy
+593
New +$204K 0.05% 69