Cornerstone Wealth Group’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	$304K	Buy	577 +43	+8%	+$22.7K	0.02%	242
2025 Q1	$271K	Sell	534 -195	-27%	-$99K	0.02%	236
2024 Q4	$363K	Sell	729 -93	-11%	-$46.3K	0.03%	191
2024 Q3	$425K	Buy	822 +20	+2%	+$10.3K	0.04%	178
2024 Q2	$358K	Buy	+802	New	+$358K	0.03%	183