1776 Wealth’s CaliberCos CWD Stock Holding History

1776 Wealth’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$13.8K	Hold
2024 Q4	$17.5K	Hold
2024 Q3	$15.6K	Hold
2024 Q2	$21K	Hold
2024 Q1	$25K	Hold
2023 Q4	$32.3K	Hold
2023 Q3	$34K	Buy
2023 Q2	$38.4K	Buy