BWS

Broadway Wealth Solutions’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	583 -5	-0.9%	-$2.64K	0.19%	58
2025 Q1	$299K	Sell	588 -25	-4%	-$12.7K	0.22%	52
2024 Q4	$305K	Buy	+613	New	+$305K	0.23%	56