Capital Insight Partners’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,360
| Closed | -$29.5K | – | 158 |
|
|
2024
Q3 | $29.5K | Sell |
2,360
-1,114
| -32% | -$13.9K | 0.01% | 157 |
|
|
2024
Q2 | $58.4K | Sell |
3,474
-558
| -14% | -$9.39K | 0.01% | 157 |
|
|
2024
Q1 | $80.6K | Sell |
4,032
-1,669
| -29% | -$33.4K | 0.02% | 162 |
|
|
2023
Q4 | $147K | Sell |
5,701
-2,604
| -31% | -$67.2K | 0.03% | 161 |
|
|
2023
Q3 | $226K | Hold |
8,305
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $319K | Buy |
+8,305
| New | +$319K | 0.07% | 133 |
|