Cottonwood Capital Advisors’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 Q1	–	Sell	-444	Closed	-$221K	–	132
2024 Q4	$221K	Buy	+444	New	+$221K	0.16%	115
2024 Q2	–	Sell	-495	Closed	-$203K	–	121
2024 Q1	$203K	Buy	495 +7	+1%	+$2.87K	0.16%	118
2023 Q4	$215K	Buy	+488	New	+$215K	0.18%	115