Northwest Financial 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
2024 Q4	–	Sell	-40	Closed	-$20.6K	–	478
2024 Q3	$20.6K	Buy	+40	New	+$20.6K	0.02%	316
2024 Q1	–	Sell	-40	Closed	-$17.4K	–	461
2023 Q4	$17.4K	Buy	+40	New	+$17.4K	0.01%	320