WWA
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Wingate Wealth Advisors’s S&P Global SPGI Stock Holding History

Wingate Wealth Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$1.99K – 382
2024
Q4 		$1.99K Buy
+4
New +$1.99K ﹤0.01% 430