Royal Capital 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	$685K	Hold	1,300	–	–	0.46%	41
2025 Q1	$661K	Hold	1,300	–	–	0.46%	40
2024 Q4	$647K	Hold	1,300	–	–	0.45%	39
2024 Q3	$672K	Hold	1,300	–	–	0.47%	35
2024 Q2	$580K	Hold	1,300	–	–	0.44%	40
2024 Q1	$553K	Hold	1,300	–	–	0.43%	41
2023 Q4	$573K	Hold	1,300	–	–	0.5%	39
2023 Q3	$475K	Hold	1,300	–	–	0.46%	43
2023 Q2	$521K	Hold	1,300	–	–	0.49%	40
2023 Q1	$448K	Hold	1,300	–	–	0.45%	45
2022 Q4	$435K	Hold	1,300	–	–	0.46%	43
2022 Q3	$397K	Hold	1,300	–	–	0.46%	48
2022 Q2	$438K	Hold	1,300	–	–	0.48%	47
2022 Q1	$533K	Hold	1,300	–	–	0.52%	47
2021 Q4	$614K	Buy	+1,300	New	+$614K	0.6%	46