Caldwell Trust’s Barrick Mining B Stock Holding History

Caldwell Trust’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.25K	Hold	300
2025 Q1	$5.83K	Buy	+300
2024 Q4	–	Sell	-400
2024 Q3	$7.96K	Buy	+400
2024 Q1	–	Sell	-600
2023 Q4	$10.9K	Buy	+600