Avantra Family 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	$289K	Buy	548 +29	+6%	+$15.3K	0.24%	105
2025 Q1	$264K	Sell	519 -127	-20%	-$64.5K	0.25%	128
2024 Q4	$322K	Buy	+646	New	+$322K	0.3%	115