Cahill 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
2024
Q4
Sell
-399
Closed -$206K 272
2024
Q3
$206K Buy
+399
New +$206K 0.03% 248
2021
Q4
Sell
-390
Closed -$166K 703
2021
Q3
$166K Buy
+390
New +$166K 0.03% 225