Concourse Financial Group Securities’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1815 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3601 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3595 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3641 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3656 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3594 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3575 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3547 |
|