CWA
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Crux Wealth Advisors’s S&P Global SPGI Stock Holding History

Crux Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-647
Closed -$329K – 181
2025
Q1 		$329K Sell
647
-361
-36% -$183K 0.17% 132
2024
Q4 		$502K Buy
+1,008
New +$502K 0.28% 93