M Holdings Securities’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 Q3	–	Sell	-2,386	Closed	-$1.06M	–	268
2024 Q2	$1.06M	Buy	+2,386	New	+$1.06M	0.14%	95
2023 Q3	–	Sell	-500	Closed	-$200K	–	266
2023 Q2	$200K	Buy	+500	New	+$200K	0.04%	133