Claro Advisors’s Factset FDS Stock Holding History

Claro Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$204K	Sell
2024 Q3	$202K	Buy
2019 Q1	–	Sell
2018 Q4	$27K	Buy