Wellington Wealth Strategies’s S&P Global SPGI Stock Holding History

Wellington Wealth Strategies’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$331K	Buy
2024 Q2	–	Sell
2024 Q1	$278K	Sell
2023 Q4	$304K	Buy
2020 Q4	$304K	Buy