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Compass Financial Advisors’s S&P Global SPGI Stock Holding History

Compass Financial Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,741
Closed -$714K – 133
2022
Q1 		$714K Buy
+1,741
New +$714K 0.79% 40