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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10K	Hold	19	–	–	0.01%	285
2025 Q1	$9.65K	Hold	19	–	–	0.01%	280
2024 Q4	$9.46K	Buy	+19	New	+$9.46K	0.01%	267