Caliber Wealth Management (Utah)’s Traeger COOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $327K | Sell |
129,202
-35,896
| -22% | -$90.8K | 0.17% | 54 |
|
|
2023
Q4 | $451K | Buy |
165,098
+33,136
| +25% | +$90.5K | 0.26% | 50 |
|
|
2023
Q3 | $360K | Sell |
131,962
-16,944
| -11% | -$46.3K | 0.24% | 50 |
|
|
2023
Q2 | $633K | Buy |
148,906
+32,431
| +28% | +$138K | 0.42% | 49 |
|
|
2023
Q1 | $479K | Hold |
116,475
| – | – | 0.36% | 50 |
|
|
2022
Q4 | $328K | Sell |
116,475
-43,245
| -27% | -$122K | 0.25% | 70 |
|
|
2022
Q3 | $450K | Buy |
159,720
+36,682
| +30% | +$103K | 0.36% | 56 |
|
|
2022
Q2 | $523K | Buy |
+123,038
| New | +$523K | 0.41% | 54 |
|