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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$265K	Buy	+601	New	+$265K	0.14%	137
2023 Q3	–	Sell	-749	Closed	-$300K	–	481
2023 Q2	$300K	Buy	749 +11	+1%	+$4.41K	0.18%	111
2023 Q1	$254K	Buy	738 +31	+4%	+$10.7K	0.17%	118
2022 Q4	$237K	Buy	+707	New	+$237K	0.19%	104