RWA Wealth Partners’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 | $18.5M | Buy |
35,131
+318
| +0.9% | +$168K | 0.23% | 65 |
|
|
2025
Q1 | $17.7M | Buy |
34,813
+1,323
| +4% | +$672K | 0.22% | 71 |
|
|
2024
Q4 | $16.7M | Buy |
33,490
+26,373
| +371% | +$13.1M | 0.21% | 75 |
|
|
2024
Q3 | $3.68M | Buy |
7,117
+400
| +6% | +$207K | 0.05% | 184 |
|
|
2024
Q2 | $3M | Sell |
6,717
-299
| -4% | -$133K | 0.04% | 196 |
|
|
2024
Q1 | $2.98M | Buy |
7,016
+52
| +0.7% | +$22.1K | 0.04% | 192 |
|
|
2023
Q4 | $3.07M | Buy |
+6,964
| New | +$3.07M | 0.04% | 184 |
|
|
2018
Q3 | – | Sell |
-130
| Closed | -$27K | – | 626 |
|
|
2018
Q2 | $27K | Buy |
130
+2
| +2% | +$415 | ﹤0.01% | 500 |
|
|
2018
Q1 | $24K | Buy |
+128
| New | +$24K | ﹤0.01% | 400 |
|