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Wealthquest’s S&P Global SPGI Stock Holding History

Wealthquest’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-496
Closed -$234K – 141
2022
Q1 		$234K Hold
496
– – 0.04% 132
2021
Q4 		$234K Hold
496
– – 0.04% 132
2021
Q3 		$210K Hold
496
– – 0.04% 128
2021
Q2 		$203K Buy
+496
New +$203K 0.03% 144