Private Wealth Management Group’s Cadre Holdings CDRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-58	Closed	-$1.72K	–	1514
2025 Q1	$1.72K	Buy	58 +20	+53%	+$592	﹤0.01%	1103
2024 Q4	$1.23K	Buy	+38	New	+$1.23K	﹤0.01%	1240