Merit Financial Group’s Climb Global Solutions CLMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,373	Closed	-$336K	–	1154
2024 Q3	$336K	Sell	3,373 -343	-9%	-$34.1K	0.01%	646
2024 Q2	$233K	Buy	3,716 +189	+5%	+$11.9K	0.01%	808
2024 Q1	$208K	Sell	3,527 -452	-11%	-$26.6K	﹤0.01%	806
2023 Q4	$218K	Buy	+3,979	New	+$218K	0.01%	705