FRG Family Wealth Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-148
Closed -$61.6K 323
2024
Q1
$61.6K Buy
+148
New +$61.6K 0.01% 198