Austin Private Wealth’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	–	Sell	-561	Closed	-$285K	–	296
2025 Q1	$285K	Buy	561 +12	+2%	+$6.1K	0.03%	225
2024 Q4	$273K	Buy	549 +98	+22%	+$48.8K	0.03%	217
2024 Q3	$233K	Buy	+451	New	+$233K	0.02%	212