Keudell/Morrison 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 Q3	–	Sell	-621	Closed	-$209K	–	181
2022 Q2	$209K	Sell	621 -17	-3%	-$5.72K	0.08%	164
2022 Q1	$262K	Buy	+638	New	+$262K	0.11%	152