Cascade Financial Partners’s S&P Global SPGI Stock Holding History

Cascade Financial Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$247K	Sell
2025 Q2	$279K	Hold
2025 Q1	$269K	Sell
2024 Q4	$290K	Buy
2024 Q3	$298K	Hold
2024 Q2	$259K	Hold
2024 Q1	$243K	Buy