Wealth Preservation Advisors’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
$527 Hold
1
﹤0.01% 552
2025
Q1
$508 Buy
+1
New +$508 ﹤0.01% 532