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Trajan Wealth’s CaliberCos CWD Stock Holding History

Trajan Wealth’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,103
Closed -$22.1K – 169
2024
Q1 		$22.1K Buy
+1,103
New +$22.1K ﹤0.01% 182