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Burkett Financial Services’s S&P Global SPGI Stock Holding History

Burkett Financial Services’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.18K Hold
6
– – ﹤0.01% 186
2025
Q1 		$3.06K Hold
6
– – ﹤0.01% 206
2024
Q4 		$2.99K Hold
6
– – ﹤0.01% 180
2024
Q3 		$3.1K Buy
+6
New +$3.1K ﹤0.01% 171