PWAM
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Private Wealth Asset Management’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$539K Sell
1,023
-7
-0.7% -$3.69K 0.07% 153
2025
Q1
$523K Buy
+1,030
New +$523K 0.08% 145