Surevest’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 Q3	$3K	Hold	9	–	–	﹤0.01%	373
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	392
2022 Q1	$4K	Buy	9 +2	+29%	+$889	﹤0.01%	340
2021 Q4	$3K	Buy	+7	New	+$3K	﹤0.01%	378