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Elm Advisors’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-175
Closed -$58K 226
2020
Q4
$58K Buy
+175
New +$58K 0.04% 158
2018
Q4
Sell
-265
Closed -$52K 235
2018
Q3
$52K Buy
+265
New +$52K 0.03% 163