Pacific Capital 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
2024 Q4	–	Sell	-53	Closed	-$27.4K	–	474
2024 Q3	$27.4K	Sell	53 -23	-30%	-$11.9K	﹤0.01%	203
2024 Q2	$33.9K	Buy	+76	New	+$33.9K	0.01%	189