ACT Advisors’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
-1,067
Closed -$11.8K 64
2025
Q1
$11.8K Sell
1,067
-441
-29% -$4.88K 0.01% 55
2024
Q4
$21.1K Buy
+1,508
New +$21.1K 0.01% 50