Private Wealth Management Group’s Claros Mortgage Trust CMTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,691
Closed -$6.31K 1519
2025
Q1
$6.31K Buy
1,691
+766
+83% +$2.86K ﹤0.01% 628
2024
Q4
$4.18K Buy
925
+670
+263% +$3.03K ﹤0.01% 817
2024
Q3
$1.91K Sell
255
-418
-62% -$3.13K ﹤0.01% 1082
2024
Q2
$5.4K Buy
673
+607
+920% +$4.87K ﹤0.01% 676
2024
Q1
$645 Buy
66
+24
+57% +$235 ﹤0.01% 1388
2023
Q4
$573 Buy
+42
New +$573 ﹤0.01% 1439