Engrave Wealth Partners’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-6
Closed -$1K 377
2020
Q2
$1K Hold
6
﹤0.01% 436
2020
Q1
$1K Sell
6
-12
-67% -$2K ﹤0.01% 400
2019
Q4
$4K Buy
+18
New +$4K ﹤0.01% 376