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

Opal Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$801K	Sell
2025 Q1	$909K	Buy
2024 Q4	$887K	Buy
2024 Q3	$905K	Hold
2024 Q2	$781K	Buy
2024 Q1	$725K	Buy
2023 Q4	$746K	Buy
2023 Q3	$615K	Sell
2023 Q2	$701K	Buy
2023 Q1	$570K	Buy