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Coldstream Capital Management’s CaliberCos CWD Stock Holding History

Coldstream Capital Management’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-553
Closed -$7.73K – 3538
2024
Q4 		$7.73K Hold
553
– – ﹤0.01% 1061
2024
Q3 		$6.91K Buy
+553
New +$6.91K ﹤0.01% 1081