CWMU
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Caliber Wealth Management (Utah)’s Principal Financial Group PFG Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,312
Closed -$446K – 81
2022
Q4 		$446K Buy
+5,312
New +$446K 0.34% 60