EWS

Eagle Wealth Strategies’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Sell	499 -1	-0.2%	-$527	0.15%	82
2025 Q1	$254K	Sell	500 -3	-0.6%	-$1.52K	0.16%	76
2024 Q4	$251K	Hold	503	–	–	0.18%	88
2024 Q3	$260K	Buy	+503	New	+$260K	0.19%	89