Delap Wealth Advisory’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-483	Closed	-$205K	–	263
2024 Q1	$205K	Buy	+483	New	+$205K	0.08%	240