Ropes Wealth 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
2023
Q3
$979K Sell
2023
Q2
$1.08M Buy
2023
Q1
$797K Sell
2022
Q4
$892K Buy
2022
Q3
$793K Buy
2022
Q2
$847K Buy
2022
Q1
$1.03M Buy
2021
Q4
$908K Buy
2021
Q1
Sell
2020
Q4
$3K Buy
2019
Q3
Sell
2019
Q2
$50K Buy
2017
Q4
Sell
2017
Q3
$12K Hold
2017
Q2
$11K Buy
2016
Q3
Sell
2016
Q2
$3K Buy