Fourth Dimension 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	–	Sell	-239	Closed	-$121K	–	651
2025 Q1	$121K	Buy	239 +39	+20%	+$19.8K	0.06%	144
2024 Q4	$99.6K	Buy	+200	New	+$99.6K	0.05%	157