New Wave Wealth Advisors’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
Q1
Sell
-12
Closed -$5.98K 593
2024
Q4
$5.98K Buy
+12
New +$5.98K ﹤0.01% 411