WR Wealth Planners’s CaliberCos CWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-22	Closed	-$446	–	1162
2024 Q1	$446	Buy	+22	New	+$446	﹤0.01%	1046
2023 Q4	–	Sell	-22	Closed	-$607	–	329
2023 Q3	$607	Hold	22	–	–	﹤0.01%	850
2023 Q2	$856	Buy	+22	New	+$856	﹤0.01%	832