Schneider Downs Wealth Management Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-605
Closed -$286K 158
2021
Q4
$286K Sell
605
-34
-5% -$16.1K 0.07% 119
2021
Q3
$272K Buy
+639
New +$272K 0.07% 117