Joel Isaacson & Co’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	$455K	Hold	862	–	–	0.02%	268
2025 Q1	$438K	Buy	862 +39	+5%	+$19.8K	0.02%	255
2024 Q4	$410K	Hold	823	–	–	0.02%	257
2024 Q3	$425K	Sell	823 -70	-8%	-$36.2K	0.02%	244
2024 Q2	$398K	Buy	+893	New	+$398K	0.02%	241