Empire Financial Management Company’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-999	Closed	-$365K	–	199
2023 Q3	$365K	Buy	999 +22	+2%	+$8.04K	0.16%	141
2023 Q2	$392K	Buy	977 +104	+12%	+$41.7K	0.16%	139
2023 Q1	$301K	Buy	+873	New	+$301K	0.12%	162