Caldwell Trust’s American Century Large Cap Equity ETF ACLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.4K | Hold |
974
|
|
||||
|
2025
Q1 | $63.8K | Hold |
974
|
|
||||
|
2024
Q4 | $68.7K | Hold |
974
|
|
||||
|
2024
Q3 | $68.5K | Hold |
974
|
|
||||
|
2024
Q2 | $65.7K | Hold |
974
|
|
||||
|
2024
Q1 | $64.1K | Hold |
974
|
|
||||
|
2023
Q4 | $57.8K | Hold |
974
|
|
||||
|
2023
Q3 | $51.8K | Hold |
974
|
|
||||
|
2023
Q2 | $53.8K | Hold |
974
|
|
||||
|
2023
Q1 | $50.1K | Hold |
974
|
|
||||
|
2022
Q4 | $46.9K | Hold |
974
|
|
||||
|
2022
Q3 | $43.1K | Hold |
974
|
|
||||
|
2022
Q2 | $45.2K | Hold |
974
|
|
||||
|
2022
Q1 | $54.7K | Hold |
974
|
|
||||
|
2021
Q4 | $58.8K | Hold |
974
|
|
||||
|
2021
Q3 | $52.9K | Hold |
974
|
|
||||
|
2021
Q2 | $52.5K | Buy |
+974
|
|