HKIMG
Hutchens & Kramer Investment Management Group’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-453
| Closed | -$230K | – | 175 |
|
2025
Q1 | $230K | Buy |
+453
| New | +$230K | 0.13% | 137 |
|
2022
Q3 | – | Sell |
-615
| Closed | -$211K | – | 109 |
|
2022
Q2 | $211K | Buy |
615
+63
| +11% | +$21.6K | 0.16% | 100 |
|
2022
Q1 | $225K | Hold |
552
| – | – | 0.12% | 112 |
|
2021
Q4 | $229K | Buy |
+552
| New | +$229K | 0.14% | 103 |
|