Executive Wealth Management’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-211	Closed	-$48K	–	685
2019 Q2	$48K	Buy	211 +1	+0.5%	+$227	0.01%	299
2019 Q1	$44K	Hold	210	–	–	0.01%	288
2018 Q4	$36K	Buy	+210	New	+$36K	0.01%	333