4Wealth Advisors’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,904
Closed -$748K 128
2024
Q4
$748K Buy
+5,904
New +$748K 0.75% 34