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

Confluence Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$538K	Sell
2020 Q2	$1.06M	Buy
2020 Q1	$597K	Buy
2019 Q4	$609K	Buy
2019 Q3	$538K	Buy
2019 Q2	$445K	Buy
2019 Q1	$363K	Buy
2018 Q4	$200K	Buy