Sweet Financial Partners’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 Q1	–	Sell	-1,928	Closed	-$646K	–	179
2022 Q4	$646K	Buy	1,928 +368	+24%	+$123K	0.19%	84
2022 Q3	$476K	Buy	+1,560	New	+$476K	0.15%	94