Essential Planning’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-424	Closed	-$215K	–	261
2024 Q4	$215K	Buy	+424	New	+$215K	﹤0.01%	304