CWM

Campbell Wealth Management’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$314K	Buy	+630	New	+$314K	0.03%	67
2024 Q3	–	Sell	-640	Closed	-$285K	–	83
2024 Q2	$285K	Hold	640	–	–	0.09%	33
2024 Q1	$272K	Buy	+640	New	+$272K	0.03%	68