1776 Wealth’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,250
| Closed | -$13.8K | – | 145 |
|
|
2025
Q1 | $13.8K | Hold |
1,250
| – | – | 0.01% | 137 |
|
|
2024
Q4 | $17.5K | Hold |
1,250
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $15.6K | Hold |
1,250
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $21K | Hold |
1,250
| – | – | 0.01% | 145 |
|
|
2024
Q1 | $25K | Hold |
1,250
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $32.3K | Hold |
1,250
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $34K | Buy |
1,250
+250
| +25% | +$6.8K | 0.02% | 127 |
|
|
2023
Q2 | $38.4K | Buy |
+1,000
| New | +$38.4K | 0.02% | 130 |
|