Caldwell Trust’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8K | Hold |
800
|
|
||||
|
2025
Q1 | $25.2K | Hold |
800
|
|
||||
|
2024
Q4 | $29.7K | Hold |
800
|
|
||||
|
2024
Q3 | $27.4K | Hold |
800
|
|
||||
|
2024
Q2 | $26.6K | Hold |
800
|
|
||||
|
2024
Q1 | $27.5K | Hold |
800
|
|
||||
|
2023
Q4 | $27.6K | Hold |
800
|
|
||||
|
2023
Q3 | $24.4K | Hold |
800
|
|
||||
|
2023
Q2 | $26.4K | Hold |
800
|
|
||||
|
2023
Q1 | $25.1K | Hold |
800
|
|
||||
|
2022
Q4 | $20.4K | Sell |
800
-1,000
|
|
||||
|
2022
Q3 | $42.9K | Buy |
1,800
+1,000
|
|
||||
|
2022
Q2 | $21.1K | Hold |
800
|
|
||||
|
2022
Q1 | $27.5K | Hold |
800
|
|
||||
|
2021
Q4 | $33.1K | Hold |
800
|
|
||||
|
2021
Q3 | $33.9K | Hold |
800
|
|
||||
|
2021
Q2 | $35.9K | Hold |
800
|
|
||||
|
2021
Q1 | $34.5K | Hold |
800
|
|
||||
|
2020
Q4 | $31.9K | Hold |
800
|
|
||||
|
2020
Q3 | $26.2K | Sell |
800
-200
|
|
||||
|
2020
Q2 | $29.6K | Hold |
1,000
|
|
||||
|
2020
Q1 | $22.4K | Buy |
+1,000
|
|