Carson Wealth (CWM LLC)’s Claros Mortgage Trust CMTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
17,654
+13,568
| +332% | +$38.4K | ﹤0.01% | 3273 |
|
|
2025
Q1 | $15K | Buy |
4,086
+1,221
| +43% | +$4.48K | ﹤0.01% | 3859 |
|
|
2024
Q4 | $13K | Buy |
2,865
+2,089
| +269% | +$9.48K | ﹤0.01% | 3700 |
|
|
2024
Q3 | $6K | Sell |
776
-174
| -18% | -$1.35K | ﹤0.01% | 3990 |
|
|
2024
Q2 | $8K | Buy |
950
+709
| +294% | +$5.97K | ﹤0.01% | 3647 |
|
|
2024
Q1 | $2K | Buy |
+241
| New | +$2K | ﹤0.01% | 3948 |
|
|
2023
Q3 | – | Sell |
-313
| Closed | -$4K | – | 4210 |
|
|
2023
Q2 | $4K | Buy |
313
+19
| +6% | +$243 | ﹤0.01% | 3501 |
|
|
2023
Q1 | $3K | Sell |
294
-137
| -32% | -$1.4K | ﹤0.01% | 3469 |
|
|
2022
Q4 | $6K | Buy |
431
+120
| +39% | +$1.67K | ﹤0.01% | 3056 |
|
|
2022
Q3 | $4K | Buy |
+311
| New | +$4K | ﹤0.01% | 3146 |
|