RWM
RBA Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-471
| Closed | -$239K | – | 96 |
|
|
2025
Q1 | $239K | Sell |
471
-10,247
| -96% | -$5.2M | 0.09% | 87 |
|
|
2024
Q4 | $5.34M | Buy |
10,718
+151
| +1% | +$75.2K | 2.03% | 17 |
|
|
2024
Q3 | $5.46M | Buy |
10,567
+133
| +1% | +$68.7K | 2.1% | 17 |
|
|
2024
Q2 | $4.65M | Buy |
10,434
+298
| +3% | +$133K | 1.86% | 20 |
|
|
2024
Q1 | $4.31M | Buy |
10,136
+361
| +4% | +$154K | 1.75% | 29 |
|
|
2023
Q4 | $4.31M | Buy |
+9,775
| New | +$4.31M | 1.88% | 28 |
|