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

Cassady Schiller Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.47K	Buy
2023 Q4	–	Sell
2023 Q3	$7.31K	Hold
2023 Q2	$8.02K	Buy
2023 Q1	–	Sell
2022 Q4	$3.35K	Buy
2022 Q1	–	Sell
2021 Q4	$2K	Buy