UBS Group’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36K | Buy |
+2,367
| New | +$8.36K | ﹤0.01% | 7632 |
|
|
2025
Q1 | – | Sell |
-2,792
| Closed | -$39K | – | 8932 |
|
|
2024
Q4 | $39K | Buy |
+2,792
| New | +$39K | ﹤0.01% | 6234 |
|
|
2024
Q3 | – | Sell |
-189
| Closed | -$3.18K | – | 8333 |
|
|
2024
Q2 | $3.18K | Buy |
+189
| New | +$3.18K | ﹤0.01% | 7088 |
|