Caliber Wealth Management (Utah)’s Insight Molecular Diagnostics Inc. Common Stock IMDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,756
| Closed | -$55K | – | 95 |
|
2022
Q3 | $55K | Hold |
3,756
| – | – | 0.04% | 65 |
|
2022
Q2 | $68K | Hold |
3,756
| – | – | 0.05% | 64 |
|
2022
Q1 | $112K | Sell |
3,756
-11
| -0.3% | -$328 | 0.07% | 61 |
|
2021
Q4 | $142K | Buy |
3,767
+457
| +14% | +$17.2K | 0.1% | 66 |
|
2021
Q3 | $218K | Buy |
3,310
+309
| +10% | +$20.4K | 0.15% | 69 |
|
2021
Q2 | $345K | Hold |
3,001
| – | – | 0.24% | 69 |
|
2021
Q1 | $312K | Buy |
3,001
+1,278
| +74% | +$133K | 0.23% | 66 |
|
2020
Q4 | $82K | Buy |
+1,723
| New | +$82K | 0.08% | 71 |
|