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Allworth Financial’s Claros Mortgage Trust CMTG Stock Holding History

Allworth Financial’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$345 Sell
121
-246
-67% -$701 ﹤0.01% 4207
2025
Q1 		$885 Sell
367
-10
-3% -$24 ﹤0.01% 3497
2024
Q4 		$1.29K Buy
377
+176
+88% +$602 ﹤0.01% 3310
2024
Q3 		$1.51K Buy
201
+2
+1% +$15 ﹤0.01% 3076
2024
Q2 		$1.79K Buy
+199
New +$1.79K ﹤0.01% 2970