Lumature Wealth Partners’s S&P Global SPGI Stock Holding History

Lumature Wealth Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.63M	Sell
2023 Q1	$1.42M	Sell
2022 Q4	$1.57M	Sell
2022 Q3	$1.52M	Buy
2022 Q2	$1.59M	Buy
2022 Q1	$1.41M	Buy
2021 Q4	$1.34M	Buy
2021 Q3	$1.11M	Buy
2021 Q2	$962K	Buy
2021 Q1	$662K	Buy