CWS Financial Advisors’s S&P Global SPGI Stock Holding History

CWS Financial Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$506K	Sell
2023 Q3	$472K	Sell
2023 Q2	$543K	Hold
2023 Q1	$467K	Buy
2022 Q4	–	Sell
2022 Q3	$436K	Buy
2022 Q2	$480K	Buy
2022 Q1	$303K	Buy