Beta Wealth Group’s Clough Select Equity ETF CBSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $731K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $717K | Buy |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $746K | Buy |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $994K | Hold |
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|
2021
Q3 | $994K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $974K | Buy |
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