Cornerstone Planning Group’s Claros Mortgage Trust CMTG Stock Holding History

Cornerstone Planning Group’s Portfolio CMTG Stock Details CMTG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$848	Hold
2025 Q3	$994	Hold
2025 Q2	$876	Hold
2025 Q1	$724	Buy