Kestra Private Wealth Services’s Castellum CTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Hold |
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|
2025
Q1 | $28.9K | Sell |
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|
2024
Q4 | $56.5K | Sell |
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|
2024
Q3 | $5.38K | Sell |
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|
2024
Q2 | $16.2K | Buy |
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|
2024
Q1 | $20.8K | Sell |
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|
2023
Q4 | $45.7K | Hold |
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|
2023
Q3 | $35.3K | Hold |
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|
2023
Q2 | $76.7K | Hold |
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|
2023
Q1 | $167K | Buy |
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|
2022
Q4 | $94.3K | Buy |
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