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Pines Wealth Management’s S&P Global SPGI Stock Holding History

Pines Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-495
Closed -$239K – 214
2024
Q4 		$239K Buy
+495
New +$239K 0.1% 182