MPWM Advisory Solutions’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13
Closed -$6.61K 727
2025
Q1
$6.61K Hold
13
﹤0.01% 331
2024
Q4
$6.47K Buy
+13
New +$6.47K ﹤0.01% 347