WR Wealth Planners’s S&P Global SPGI Stock Holding History

WR Wealth Planners’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$539K	Buy
2024 Q3	$557K	Buy
2024 Q2	$480K	Buy
2024 Q1	$450K	Buy
2023 Q4	$463K	Buy
2023 Q3	$384K	Sell
2023 Q2	$525K	Buy
2023 Q1	$175K	Buy
2022 Q4	–	Sell
2022 Q3	$305	Buy