Royal Capital Wealth Management’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 | $633K | Hold |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $661K | Hold |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $580K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $573K | Hold |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $521K | Hold |
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|
2023
Q1 | $448K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $614K | Buy |
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