Koshinski Asset Management’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,000
| Closed | -$77.5K | – | 693 |
|
|
2025
Q1 | $77.5K | Hold |
7,000
| – | – | 0.01% | 626 |
|
|
2024
Q4 | $97.9M | Buy |
7,000
+1,500
| +27% | +$21M | 0.01% | 618 |
|
|
2024
Q3 | $68.7K | Buy |
5,500
+2,605
| +90% | +$32.5K | 0.01% | 625 |
|
|
2024
Q2 | $44.6K | Buy |
2,895
+1,645
| +132% | +$25.3K | ﹤0.01% | 598 |
|
|
2024
Q1 | $25K | Buy |
+1,250
| New | +$25K | ﹤0.01% | 577 |
|