Caliber Wealth Management (Utah)’s Visa V Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$213K	Sell
2022 Q3	$2M	Sell
2022 Q2	$2.28M	Sell
2022 Q1	$2.61M	Buy
2021 Q4	$2.3M	Buy
2021 Q3	$1.98M	Buy
2021 Q2	$1.93M	Sell
2021 Q1	$1.79M	Buy
2020 Q4	$1.71M	Buy