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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.94M Buy
+5,545
New +$2.94M 0.45% 49
2023
Q1
Sell
-78
Closed -$27.6K 1252
2022
Q4
$27.6K Buy
+78
New +$27.6K 0.01% 587