EWM
Evermay Wealth Management’s Calidi Biotherapeutics CLDI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Hold |
6,342
| – | – | ﹤0.01% | 513 |
|
|
2025
Q1 | $3.59K | Hold |
6,342
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $7.29K | Hold |
6,342
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $7.23K | Buy |
+6,342
| New | +$7.23K | ﹤0.01% | 484 |
|
|
2024
Q2 | – | Sell |
-63,416
| Closed | -$35.8K | – | 612 |
|
|
2024
Q1 | $35.8K | Buy |
+63,416
| New | +$35.8K | 0.01% | 375 |
|