Sigma Investment Counselors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-458	Closed	-$202K	–	202
2023 Q4	$202K	Sell	458 -108	-19%	-$47.6K	0.01%	190
2023 Q3	$207K	Buy	566 +53	+10%	+$19.4K	0.02%	187
2023 Q2	$206K	Buy	+513	New	+$206K	0.02%	188