Omnia Family Wealth’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	$215K	Buy	+407	New	+$215K	0.08%	93
2017 Q3	–	Sell	-31	Closed	-$5K	–	680
2017 Q2	$5K	Hold	31	–	–	﹤0.01%	417
2017 Q1	$4K	Sell	31 -11	-26%	-$1.42K	﹤0.01%	466
2016 Q4	$5K	Buy	+42	New	+$5K	﹤0.01%	392