CWMU
Caliber Wealth Management (Utah)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.57M | Sell |
11,857
-307
| -3% | -$92.5K | 1.9% | 12 |
|
|
2023
Q4 | $3.2M | Buy |
12,164
+112
| +0.9% | +$29.5K | 1.88% | 15 |
|
|
2023
Q3 | $2.44M | Buy |
12,052
+304
| +3% | +$61.6K | 1.64% | 19 |
|
|
2023
Q2 | $2.48M | Buy |
11,748
+231
| +2% | +$48.8K | 1.66% | 17 |
|
|
2023
Q1 | $2.3M | Buy |
11,517
+2,018
| +21% | +$403K | 1.72% | 14 |
|
|
2022
Q4 | $1.26M | Sell |
9,499
-894
| -9% | -$119K | 0.96% | 46 |
|
|
2022
Q3 | $1.5M | Buy |
10,393
+352
| +4% | +$50.6K | 1.18% | 39 |
|
|
2022
Q2 | $1.66M | Sell |
10,041
-626
| -6% | -$103K | 1.29% | 36 |
|
|
2022
Q1 | $2.27M | Buy |
10,667
+964
| +10% | +$205K | 1.45% | 33 |
|
|
2021
Q4 | $2.24M | Buy |
9,703
+1,927
| +25% | +$446K | 1.55% | 25 |
|
|
2021
Q3 | $2.27M | Buy |
7,776
+211
| +3% | +$61.5K | 1.6% | 16 |
|
|
2021
Q2 | $1.85M | Buy |
7,565
+241
| +3% | +$58.9K | 1.31% | 26 |
|
|
2021
Q1 | $1.55M | Buy |
7,324
+695
| +10% | +$147K | 1.13% | 35 |
|
|
2020
Q4 | $1.48M | Buy |
+6,629
| New | +$1.48M | 1.45% | 26 |
|