United Advisor Group’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-396	Closed	-$205K	–	393
2024 Q3	$205K	Buy	+396	New	+$205K	0.05%	333