MAM
Morse Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,246
| Closed | -$989K | – | 153 |
|
|
2023
Q4 | $989K | Sell |
2,246
-3,671
| -62% | -$1.62M | 0.29% | 76 |
|
|
2023
Q3 | $2.16M | Sell |
5,917
-50
| -0.8% | -$18.3K | 0.68% | 46 |
|
|
2023
Q2 | $2.39M | Buy |
5,967
+615
| +11% | +$247K | 0.73% | 47 |
|
|
2023
Q1 | $1.85M | Buy |
5,352
+4,654
| +667% | +$1.6M | 0.62% | 53 |
|
|
2022
Q4 | $234K | Buy |
+698
| New | +$234K | 0.09% | 124 |
|