Rockline Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
10,133
+334
| +3% | +$176K | 1.26% | 19 |
|
|
2025
Q1 | $4.98M | Buy |
9,799
+536
| +6% | +$272K | 1.39% | 21 |
|
|
2024
Q4 | $4.61M | Buy |
9,263
+605
| +7% | +$301K | 1.23% | 21 |
|
|
2024
Q3 | $4.47M | Buy |
8,658
+556
| +7% | +$287K | 1.26% | 22 |
|
|
2024
Q2 | $3.61M | Buy |
8,102
+340
| +4% | +$152K | 1.12% | 26 |
|
|
2024
Q1 | $3.3M | Buy |
7,762
+5,713
| +279% | +$2.43M | 1.15% | 29 |
|
|
2023
Q4 | $903K | Buy |
+2,049
| New | +$903K | 0.38% | 59 |
|