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