Channel Wealth’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
Q3
Sell
-3,027
Closed -$1.21M 194
2023
Q2
$1.21M Buy
3,027
+796
+36% +$319K 0.7% 45
2023
Q1
$769K Buy
+2,231
New +$769K 0.5% 69