BWS

Buck Wealth Strategies’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7	Closed	-$2.63K	–	297
2023 Q3	$2.63K	Hold	7	–	–	﹤0.01%	294
2023 Q2	$2.88K	Hold	7	–	–	﹤0.01%	222
2023 Q1	$2.47K	Buy	+7	New	+$2.47K	﹤0.01%	176