EP Wealth Advisors’s Castor Maritime CTRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,001
| Closed | -$4.25K | – | 842 |
|
|
2023
Q4 | $4.25K | Hold |
1,001
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $4.37K | Sell |
1,001
-11,473
| -92% | -$50.1K | ﹤0.01% | 751 |
|
|
2023
Q2 | $4.49K | Buy |
12,474
+10,816
| +652% | +$3.9K | ﹤0.01% | 685 |
|
|
2023
Q1 | $7.67M | Buy |
+1,658
| New | +$7.67M | 0.13% | 107 |
|
|
2022
Q4 | – | Sell |
-1,001
| Closed | -$11K | – | 627 |
|
|
2022
Q3 | $11K | Buy |
+1,001
| New | +$11K | ﹤0.01% | 340 |
|