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

Capital A Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$560K Sell
1,103
-2
-0.2% -$1.02K 0.59% 21
2024
Q4 		$550K Buy
+1,105
New +$550K 0.91% 26