Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Claros Mortgage Trust CMTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$68K Buy
2025
Q2 		$50K Buy
2025
Q1 		$15K Buy
2024
Q4 		$13K Buy
2024
Q3 		$6K Sell
2024
Q2 		$8K Buy
2024
Q1 		$2K Buy
2023
Q3 		– Sell
2023
Q2 		$4K Buy
2023
Q1 		$3K Sell
2022
Q4 		$6K Buy
2022
Q3 		$4K Buy