Spartan Planning & 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
2023 Q4	$61.7K	Sell	140 -120	-46%	-$52.9K	0.07%	127
2023 Q3	$95K	Buy	+260	New	+$95K	0.11%	75
2022 Q4	$335	Buy	+1	New	+$335	﹤0.01%	142