CWMU
XYZ

Caliber Wealth Management (Utah)’s Block, Inc. XYZ Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,301
Closed -$2.09M – 79
2021
Q3 		$2.09M Sell
8,301
-825
-9% -$208K 1.48% 25
2021
Q2 		$2.23M Sell
9,126
-49
-0.5% -$11.9K 1.58% 14
2021
Q1 		$2.08M Sell
9,175
-3,416
-27% -$776K 1.51% 12
2020
Q4 		$2.74M Buy
+12,591
New +$2.74M 2.69% 7