CPA

Capital Performance Advisors’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Buy	+564	New	+$298K	0.06%	160
2024 Q4	–	Sell	-59	Closed	-$30.7K	–	2318
2024 Q3	$30.7K	Buy	+59	New	+$30.7K	0.01%	479