Vista Cima 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
2025 Q2	$250K	Buy	475 +1	+0.2%	+$527	0.23%	45
2025 Q1	$241K	Sell	474 -19	-4%	-$9.65K	0.26%	44
2024 Q4	$246K	Buy	+493	New	+$246K	0.26%	40