CWAG
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Compton Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-426
Closed -$212K 102
2024
Q4
$212K Hold
426
0.05% 107
2024
Q3
$220K Buy
+426
New +$220K 0.06% 106