Rise Advisors’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
Q3 | $96.8K | Buy |
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|
2025
Q2 | $103K | Buy |
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|
2025
Q1 | $95.7K | Buy |
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|
2024
Q4 | $89.7K | Sell |
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|
2024
Q3 | $95K | Buy |
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|
2024
Q2 | $81.8K | Hold |
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|
2024
Q1 | $77.9K | Buy |
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|
2023
Q4 | $2.24K | Sell |
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|
2023
Q3 | $2.21K | Sell |
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|
2023
Q2 | $15.2K | Hold |
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|
2023
Q1 | $13.1K | Hold |
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|
2022
Q4 | $12.7K | Sell |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $13K | Buy |
|