WealthTrak Capital 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	$9.49K	Buy	18 +5	+38%	+$2.64K	0.01%	197
2025 Q1	$6.61K	Buy	13 +2	+18%	+$1.02K	0.01%	204
2024 Q4	$5.48K	Buy	+11	New	+$5.48K	﹤0.01%	202