BWAM
Boyd Watterson Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
223
| – | – | 0.04% | 149 |
|
|
2025
Q1 | $113K | Sell |
223
-10
| -4% | -$5.08K | 0.04% | 148 |
|
|
2024
Q4 | $116K | Hold |
233
| – | – | 0.03% | 150 |
|
|
2024
Q3 | $120K | Sell |
233
-41
| -15% | -$21.2K | 0.03% | 144 |
|
|
2024
Q2 | $122K | Sell |
274
-25
| -8% | -$11.2K | 0.03% | 135 |
|
|
2024
Q1 | $127K | Sell |
299
-25
| -8% | -$10.6K | 0.05% | 134 |
|
|
2023
Q4 | $143K | Hold |
324
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $118K | Hold |
324
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $130K | Hold |
324
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $112K | Hold |
324
| – | – | 0.05% | 147 |
|
|
2022
Q4 | $109K | Buy |
+324
| New | +$109K | 0.04% | 151 |
|