Caliber Wealth Management (Kansas)’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
$1.8M Buy
3,404
+22
+0.7% +$11.6K 0.19% 102
2025
Q1
$1.72M Buy
+3,382
New +$1.72M 0.23% 97