Marshall & Sterling Wealth Advisors’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
$33.7K Buy
64
+1
+2% +$527 0.02% 209
2025
Q1
$32K Buy
+63
New +$32K 0.02% 208