Steward Partners Investment Advisory’s Cambiar Aggressive Value ETF CAMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $344K | Hold |
10,868
| – | – | ﹤0.01% | 1490 |
|
2025
Q1 | $327K | Hold |
10,868
| – | – | ﹤0.01% | 1403 |
|
2024
Q4 | $318K | Hold |
10,868
| – | – | ﹤0.01% | 1373 |
|
2024
Q3 | $327K | Hold |
10,868
| – | – | ﹤0.01% | 1291 |
|
2024
Q2 | $310K | Hold |
10,868
| – | – | ﹤0.01% | 1263 |
|
2024
Q1 | $318K | Hold |
10,868
| – | – | ﹤0.01% | 1230 |
|
2023
Q4 | $287K | Sell |
10,868
-99
| -0.9% | -$2.61K | ﹤0.01% | 1235 |
|
2023
Q3 | $269K | Hold |
10,967
| – | – | ﹤0.01% | 1162 |
|
2023
Q2 | $270K | Hold |
10,967
| – | – | ﹤0.01% | 1161 |
|
2023
Q1 | $258K | Buy |
+10,967
| New | +$258K | ﹤0.01% | 1173 |
|