Hazlett, Burt & Watson’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
34
-33
| -49% | -$17.5K | 0.01% | 517 |
|
|
2025
Q1 | $35K | Hold |
67
| – | – | 0.02% | 411 |
|
|
2024
Q4 | $32K | Buy |
67
+38
| +131% | +$18.1K | 0.01% | 413 |
|
|
2024
Q3 | $15K | Hold |
29
| – | – | 0.01% | 494 |
|
|
2024
Q2 | $14K | Hold |
29
| – | – | 0.01% | 494 |
|
|
2024
Q1 | $12K | Buy |
29
+17
| +142% | +$7.03K | 0.01% | 502 |
|
|
2023
Q4 | $6K | Sell |
12
-8
| -40% | -$4K | ﹤0.01% | 548 |
|
|
2023
Q3 | $7K | Buy |
20
+12
| +150% | +$4.2K | 0.01% | 536 |
|
|
2023
Q2 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 603 |
|