Nova R Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Hold |
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|
2025
Q1 | $758K | Hold |
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|
2024
Q4 | $743K | Hold |
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|
2024
Q3 | $771K | Hold |
|
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $635K | Hold |
|
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|
2023
Q4 | $657K | Hold |
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|
2023
Q3 | $545K | Hold |
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|
2023
Q2 | $598K | Hold |
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|
2023
Q1 | $514K | Hold |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $704K | Buy |
|