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Creekmur Asset Management’s MSCI MSCI Stock Holding History

Creekmur Asset Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
2,047
+587
+40% +$338K 0.21% 73
2025
Q1 		$826K Buy
+1,460
New +$826K 0.17% 63
2024
Q4 		– Sell
-4
Closed -$2.33K – 1014
2024
Q3 		$2.33K Buy
+4
New +$2.33K ﹤0.01% 618