Net Worth Advisory Group’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	$299K	Buy	566 +14	+3%	+$7.39K	0.07%	312
2025 Q1	$281K	Sell	552 -22	-4%	-$11.2K	0.09%	273
2024 Q4	$286K	Sell	574 -12	-2%	-$5.97K	0.09%	261
2024 Q3	$303K	Buy	+586	New	+$303K	0.09%	272