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Topsail Wealth Management’s S&P Global SPGI Stock Holding History

Topsail Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$441K Sell
837
-14
-2% -$7.38K 0.08% 80
2025
Q1 		$432K Buy
851
+245
+40% +$124K 0.09% 75
2024
Q4 		$302K Buy
+606
New +$302K 0.06% 88