Impact Partnership 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
2024
Q2
Sell
-22
Closed -$9.36K 626
2024
Q1
$9.36K Sell
22
-200
-90% -$85.1K ﹤0.01% 455
2023
Q4
$97.8K Buy
222
+196
+754% +$86.3K 0.04% 253
2023
Q3
$9.5K Buy
+26
New +$9.5K ﹤0.01% 599