Teamwork Financial Advisors’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	$3.7M	Sell	7,007 -163	-2%	-$86K	0.43%	41
2025 Q1	$3.64M	Sell	7,170 -65	-0.9%	-$33K	0.49%	36
2024 Q4	$3.6M	Buy	7,235 +1,269	+21%	+$632K	0.47%	39
2024 Q3	$3.08M	Buy	+5,966	New	+$3.08M	0.43%	44