LA
SPGI icon

Lifeworks Advisors’s S&P Global SPGI Stock Holding History

Lifeworks Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-597
Closed -$218K – 205
2023
Q3 		$218K Buy
+597
New +$218K 0.08% 172