LeClair Wealth 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	$695K	Sell	1,318 -118	-8%	-$62.2K	0.47%	43
2025 Q1	$730K	Sell	1,436 -214	-13%	-$109K	0.53%	40
2024 Q4	$822K	Buy	+1,650	New	+$822K	0.55%	42