WR Wealth Planners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $539K | Buy |
1,082
+4
| +0.4% | +$1.99K | 0.17% | 89 |
|
|
2024
Q3 | $557K | Buy |
1,078
+2
| +0.2% | +$1.03K | 0.15% | 96 |
|
|
2024
Q2 | $480K | Buy |
1,076
+19
| +2% | +$8.47K | 0.15% | 97 |
|
|
2024
Q1 | $450K | Buy |
1,057
+6
| +0.6% | +$2.55K | 0.14% | 103 |
|
|
2023
Q4 | $463K | Buy |
1,051
+1
| +0.1% | +$441 | 0.17% | 108 |
|
|
2023
Q3 | $384K | Sell |
1,050
-259
| -20% | -$94.6K | 0.15% | 114 |
|
|
2023
Q2 | $525K | Buy |
1,309
+800
| +157% | +$321K | 0.2% | 79 |
|
|
2023
Q1 | $175K | Buy |
+509
| New | +$175K | 0.08% | 169 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | -$305 | – | 536 |
|
|
2022
Q3 | $305 | Buy |
+1
| New | +$305 | ﹤0.01% | 463 |
|