Harrison & Co 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
2022 Q2	–	Sell	-2,181	Closed	-$895K	–	80
2022 Q1	$895K	Buy	2,181 +55	+3%	+$22.6K	0.78%	54
2021 Q4	$1M	Buy	+2,126	New	+$1M	0.84%	41