Apriem Advisors’s Cadeler CDLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
15,700
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $309K | Buy |
15,700
+700
| +5% | +$13.8K | 0.04% | 141 |
|
|
2024
Q4 | $335K | Buy |
15,000
+512
| +4% | +$11.4K | 0.04% | 134 |
|
|
2024
Q3 | $408K | Hold |
14,488
| – | – | 0.05% | 113 |
|
|
2024
Q2 | $363K | Hold |
14,488
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $263K | Hold |
14,488
| – | – | 0.03% | 142 |
|
|
2023
Q4 | $267K | Buy |
+14,488
| New | +$267K | 0.04% | 128 |
|