CAM
Carret 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 | $1.3M | Sell |
2,459
-5
| -0.2% | -$2.64K | 0.14% | 133 |
|
|
2025
Q1 | $1.25M | Buy |
2,464
+201
| +9% | +$102K | 0.14% | 131 |
|
|
2024
Q4 | $1.13M | Buy |
2,263
+273
| +14% | +$136K | 0.12% | 136 |
|
|
2024
Q3 | $1.03M | Buy |
1,990
+867
| +77% | +$448K | 0.11% | 145 |
|
|
2024
Q2 | $501K | Buy |
+1,123
| New | +$501K | 0.06% | 187 |
|