IFS
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Intelligent Financial Strategies’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-164
Closed -$67K 114
2022
Q1
$67K Buy
164
+20
+14% +$8.17K 0.07% 62
2021
Q4
$68K Buy
+144
New +$68K 0.06% 65