MGO Private Wealth’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
-511
Closed -$228K 73
2024
Q2
$228K Hold
511
0.14% 72
2024
Q1
$217K Buy
+511
New +$217K 0.14% 76