Planning Capital Management Corporation’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 Q3	$43.4K	Sell	84 -334	-80%	-$173K	0.03%	198
2024 Q2	$186K	Hold	418	–	–	0.13%	93
2024 Q1	$178K	Buy	418 +21	+5%	+$8.94K	0.13%	94
2023 Q4	$175K	Buy	+397	New	+$175K	0.14%	90