Investment Partners’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	$209K	Buy	397 +1	+0.3%	+$527	0.08%	154
2025 Q1	$201K	Buy	+396	New	+$201K	0.08%	144
2024 Q4	–	Sell	-394	Closed	-$204K	–	154
2024 Q3	$204K	Buy	+394	New	+$204K	0.08%	143