EverSource Wealth Advisors’s Claros Mortgage Trust CMTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27K | Buy |
2,903
+2,485
| +594% | +$7.08K | ﹤0.01% | 2928 |
|
|
2025
Q1 | $1.56K | Buy |
+418
| New | +$1.56K | ﹤0.01% | 3044 |
|
|
2024
Q4 | – | Sell |
-55
| Closed | -$412 | – | 3763 |
|
|
2024
Q3 | $412 | Sell |
55
-250
| -82% | -$1.87K | ﹤0.01% | 2904 |
|
|
2024
Q2 | $2.9K | Buy |
+305
| New | +$2.9K | ﹤0.01% | 2423 |
|