MWS

Maxwell Wealth Strategies’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.1M	Sell	4,209 -35	-0.8%	-$17.4K	0.86%	35
2024 Q3	$2.08M	Buy	4,244 +934	+28%	+$457K	0.88%	41
2024 Q2	$1.48M	Buy	3,310 +13	+0.4%	+$5.8K	0.72%	45
2024 Q1	$1.39M	Buy	+3,297	New	+$1.39M	0.7%	52