Total Clarity Wealth Management’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
-612
Closed -$205K 238
2022
Q4
$205K Buy
+612
New +$205K 0.1% 215
2022
Q3
Sell
-603
Closed -$203K 868
2022
Q2
$203K Buy
603
+40
+7% +$13.5K 0.11% 203
2022
Q1
$231K Buy
+563
New +$231K 0.13% 194