Caliber Wealth Management (Utah)’s PagerDuty PD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-32,838
Closed -$1.36M 75
2021
Q3
$1.36M Buy
32,838
+1,684
+5% +$69.8K 0.96% 47
2021
Q2
$1.33M Sell
31,154
-3,145
-9% -$134K 0.94% 44
2021
Q1
$1.38M Buy
34,299
+5,006
+17% +$201K 1% 39
2020
Q4
$1.22M Buy
+29,293
New +$1.22M 1.2% 39