Modern Wealth Management’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	$572K	Buy	1,084 +559	+106%	+$295K	0.01%	448
2025 Q1	$267K	Buy	+525	New	+$267K	0.01%	565