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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Sell	3,229 -618	-16%	-$326K	0.49%	60
2025 Q1	$1.95M	Buy	3,847 +2	+0.1%	+$1.02K	0.74%	37
2024 Q4	$1.91M	Sell	3,845 -2	-0.1%	-$996	0.73%	39
2024 Q3	$1.99M	Hold	3,847	–	–	0.75%	33
2024 Q2	$1.72M	Buy	+3,847	New	+$1.72M	0.7%	30