Flywheel Private Wealth’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
Q2
$232K Hold
440
0.19% 73
2025
Q1
$224K Hold
440
0.2% 76
2024
Q4
$219K Buy
+440
New +$219K 0.2% 78