Kozak & Associates’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	–	Sell	-12	Closed	-$5.66K	–	491
2025 Q1	$5.66K	Buy	+12	New	+$5.66K	﹤0.01%	277
2024 Q4	–	Sell	-7	Closed	-$3.7K	–	476
2024 Q3	$3.7K	Buy	+7	New	+$3.7K	﹤0.01%	290