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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$265K Buy
2023
Q3
Sell
2023
Q2
$300K Buy
2023
Q1
$254K Buy
2022
Q4
$237K Buy