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Synergy Investment Management’s CaliberCos CWD Stock Holding History

Synergy Investment Management’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,600
Closed -$17.7K – 180
2025
Q1 		$17.7K Hold
1,600
– – 0.01% 327
2024
Q4 		$22.4K Buy
+1,600
New +$22.4K 0.01% 309