NRW
Nova R Wealth’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Hold |
1,492
| – | – | 0.37% | 44 |
|
|
2025
Q1 | $758K | Hold |
1,492
| – | – | 0.38% | 43 |
|
|
2024
Q4 | $743K | Hold |
1,492
| – | – | 0.37% | 42 |
|
|
2024
Q3 | $771K | Hold |
1,492
| – | – | 0.38% | 41 |
|
|
2024
Q2 | $665K | Hold |
1,492
| – | – | 0.34% | 44 |
|
|
2024
Q1 | $635K | Hold |
1,492
| – | – | 0.33% | 47 |
|
|
2023
Q4 | $657K | Hold |
1,492
| – | – | 0.41% | 41 |
|
|
2023
Q3 | $545K | Hold |
1,492
| – | – | 0.38% | 41 |
|
|
2023
Q2 | $598K | Hold |
1,492
| – | – | 0.4% | 40 |
|
|
2023
Q1 | $514K | Hold |
1,492
| – | – | 0.35% | 43 |
|
|
2022
Q4 | $500K | Hold |
1,492
| – | – | 0.37% | 44 |
|
|
2022
Q3 | $455K | Hold |
1,492
| – | – | 0.37% | 43 |
|
|
2022
Q2 | $503K | Hold |
1,492
| – | – | 0.41% | 41 |
|
|
2022
Q1 | $612K | Hold |
1,492
| – | – | 0.52% | 34 |
|
|
2021
Q4 | $704K | Buy |
+1,492
| New | +$704K | 0.57% | 35 |
|