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Elwood & Goetz Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$323K Hold
612
– – 0.07% 86
2025
Q1 		$311K Hold
612
– – 0.08% 72
2024
Q4 		$305K Hold
612
– – 0.07% 75
2024
Q3 		$316K Buy
+612
New +$316K 0.08% 69