AWM
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Able Wealth Management’s S&P Global SPGI Stock Holding History

Able Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$17.6K – 500
2023
Q4 		$17.6K Buy
+40
New +$17.6K 0.02% 218