Carmel Capital Partners’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-255	Closed	-$93.2K	–	608
2023 Q3	$93.2K	Buy	255 +75	+42%	+$27.4K	0.04%	201
2023 Q2	$72.2K	Hold	180	–	–	0.04%	186
2023 Q1	$62.1K	Buy	+180	New	+$62.1K	0.04%	229