Bell Investment Advisors’s Claros Mortgage Trust CMTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-312
| Closed | -$1.41K | – | 1911 |
|
2024
Q4 | $1.41K | Sell |
312
-137
| -31% | -$620 | ﹤0.01% | 1469 |
|
2024
Q3 | $3.36K | Hold |
449
| – | – | ﹤0.01% | 1127 |
|
2024
Q2 | $3.6K | Sell |
449
-95
| -17% | -$762 | ﹤0.01% | 1085 |
|
2024
Q1 | $5.31K | Hold |
544
| – | – | ﹤0.01% | 881 |
|
2023
Q4 | $7.42K | Buy |
544
+268
| +97% | +$3.65K | ﹤0.01% | 680 |
|
2023
Q3 | $3.06K | Buy |
276
+57
| +26% | +$632 | ﹤0.01% | 1071 |
|
2023
Q2 | $2.48K | Sell |
219
-57
| -21% | -$647 | ﹤0.01% | 1190 |
|
2023
Q1 | $3.22K | Buy |
276
+177
| +179% | +$2.06K | ﹤0.01% | 1007 |
|
2022
Q4 | $1.46K | Buy |
99
+63
| +175% | +$927 | ﹤0.01% | 1444 |
|
2022
Q3 | $0 | Buy |
+36
| New | – | ﹤0.01% | 1753 |
|