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Caliber Wealth Management, LLC

SEC CIK
0001800453
Latest filing
Apr 25, 2024

WSO holding history

Watsco Inc in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q1 2024 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of WSO by Caliber Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−7,885−100.0%Sold outHolders
Q1 20227,885$2.40M1.5%+884+12.6%AddedHolders
Q4 20217,001$2.09M1.4%+7,001NewHolders