WKWM
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Walter & Keenan Wealth Management’s S&P Global SPGI Stock Holding History

Walter & Keenan Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,754
Closed -$411K – 177
2020
Q1 		$411K Buy
+1,754
New +$411K 0.16% 70