RDWM
Red Door 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 | $606K | Buy |
1,149
+41
| +4% | +$21.6K | 0.07% | 143 |
|
|
2025
Q1 | $563K | Buy |
1,108
+139
| +14% | +$70.6K | 0.08% | 127 |
|
|
2024
Q4 | $483K | Hold |
969
| – | – | 0.07% | 139 |
|
|
2024
Q3 | $501K | Buy |
969
+405
| +72% | +$209K | 0.08% | 127 |
|
|
2024
Q2 | $252K | Sell |
564
-41
| -7% | -$18.3K | 0.04% | 172 |
|
|
2024
Q1 | $257K | Buy |
605
+120
| +25% | +$51.1K | 0.05% | 166 |
|
|
2023
Q4 | $214K | Sell |
485
-91
| -16% | -$40.1K | 0.05% | 183 |
|
|
2023
Q3 | $210K | Sell |
576
-1,100
| -66% | -$402K | 0.05% | 167 |
|
|
2023
Q2 | $672K | Buy |
+1,676
| New | +$672K | 0.15% | 107 |
|
|
2022
Q2 | – | Sell |
-516
| Closed | -$211K | – | 145 |
|
|
2022
Q1 | $211K | Buy |
516
+59
| +13% | +$24.1K | 0.07% | 133 |
|
|
2021
Q4 | $215K | Buy |
+457
| New | +$215K | 0.07% | 153 |
|
|
2021
Q3 | – | Sell |
-466
| Closed | -$191K | – | 536 |
|
|
2021
Q2 | $191K | Buy |
+466
| New | +$191K | 0.07% | 149 |
|
|
2020
Q3 | – | Sell |
-344
| Closed | -$113K | – | 368 |
|
|
2020
Q2 | $113K | Hold |
344
| – | – | 0.08% | 123 |
|
|
2020
Q1 | $84K | Buy |
+344
| New | +$84K | 0.08% | 132 |
|