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Defined Wealth Management’s S&P Global SPGI Stock Holding History

Defined Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$5K – 180
2020
Q4 		$5K Buy
+14
New +$5K ﹤0.01% 190