Caliber Wealth Management (Utah)’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,602
Closed -$1.97M 72
2022
Q1
$1.97M Buy
8,602
+1,072
+14% +$246K 1.26% 37
2021
Q4
$2.18M Buy
7,530
+1,703
+29% +$493K 1.51% 28
2021
Q3
$1.97M Buy
5,827
+28
+0.5% +$9.46K 1.39% 31
2021
Q2
$1.4M Sell
5,799
-802
-12% -$194K 0.99% 41
2021
Q1
$1.51M Buy
6,601
+1,044
+19% +$239K 1.1% 37
2020
Q4
$1.56M Buy
+5,557
New +$1.56M 1.53% 23