WealthStone’s S&P Global SPGI Stock Holding History

WealthStone’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$384K	Buy
2020 Q4	$325K	Buy
2020 Q3	$350K	Buy
2019 Q3	–	Sell
2019 Q2	$784K	Buy