Summit Wealth Group’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12	Closed	-$5K	–	188
2021 Q2	$5K	Hold	12	–	–	0.01%	135
2021 Q1	$4K	Buy	+12	New	+$4K	0.01%	134