Koss-Olinger Consulting’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	-1,000	Closed	-$425K	–	288
2024 Q1	$425K	Buy	1,000 +533	+114%	+$227K	0.23%	39
2023 Q4	$206K	Buy	+467	New	+$206K	0.02%	294