Waverly Advisors’s Clough Select Equity ETF CBSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Sell |
181,283
-4,175
| -2% | -$153K | 0.07% | 252 |
|
|
2025
Q1 | $5.54M | Buy |
185,458
+34,650
| +23% | +$1.04M | 0.07% | 276 |
|
|
2024
Q4 | $4.99M | Buy |
150,808
+7,704
| +5% | +$255K | 0.08% | 217 |
|
|
2024
Q3 | $4.46M | Sell |
143,104
-22,889
| -14% | -$713K | 0.08% | 210 |
|
|
2024
Q2 | $5.05M | Buy |
165,993
+11,722
| +8% | +$356K | 0.1% | 184 |
|
|
2024
Q1 | $4.28M | Buy |
+154,271
| New | +$4.28M | 0.1% | 164 |
|