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Davis Rea’s S&P Global SPGI Stock Holding History

Davis Rea’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.88M Sell
9,256
-47
-0.5% -$24.8K 1.21% 29
2025
Q1 		$4.73M Buy
+9,303
New +$4.73M 1.26% 28