RWB
RMR Wealth Builders’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,429
| Closed | -$1.74M | – | 292 |
|
|
2025
Q1 | $1.74M | Buy |
3,429
+369
| +12% | +$188K | 0.18% | 75 |
|
|
2024
Q4 | $1.52M | Buy |
3,060
+189
| +7% | +$94.1K | 0.16% | 79 |
|
|
2024
Q3 | $1.48M | Sell |
2,871
-144
| -5% | -$74.4K | 0.16% | 80 |
|
|
2024
Q2 | $1.34M | Buy |
3,015
+469
| +18% | +$209K | 0.15% | 77 |
|
|
2024
Q1 | $1.08M | Buy |
2,546
+442
| +21% | +$188K | 0.13% | 92 |
|
|
2023
Q4 | $927K | Buy |
2,104
+382
| +22% | +$168K | 0.13% | 91 |
|
|
2023
Q3 | $629K | Buy |
+1,722
| New | +$629K | 0.1% | 113 |
|