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

PRW Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$9K – 577
2019
Q1 		$9K Hold
45
– – 0.01% 299
2018
Q4 		$7K Buy
+45
New +$7K 0.01% 331