Baron Silver Stevens Financial Advisors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-586	Closed	-$214K	–	116
2023 Q3	$214K	Buy	586 +49	+9%	+$17.9K	0.05%	102
2023 Q2	$215K	Buy	+537	New	+$215K	0.05%	103
2022 Q3	–	Sell	-786	Closed	-$264K	–	141
2022 Q2	$264K	Buy	+786	New	+$264K	0.07%	83