Caldwell Trust’s Arbor Realty Trust ABR Stock Holding History

Caldwell Trust’s Portfolio ABR Stock Details ABR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,400
2023 Q4	$21.3K	Hold	1,400
2023 Q3	$21.3K	Sell	1,400 -450
2023 Q2	$27.4K	Buy	+1,850