Caliber Wealth Management (Utah)’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-28,150
Closed -$1.11M 77
2021
Q3
$1.11M Buy
28,150
+1,731
+7% +$68.5K 0.79% 56
2021
Q2
$1.06M Sell
26,419
-21,260
-45% -$850K 0.75% 55
2021
Q1
$1.79M Buy
47,679
+2,640
+6% +$99K 1.3% 22
2020
Q4
$1.74M Buy
+45,039
New +$1.74M 1.7% 18