Napa 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
2024 Q4	–	Sell	-2,131	Closed	-$1.1M	–	209
2024 Q3	$1.1M	Buy	+2,131	New	+$1.1M	0.52%	57