Caldwell Trust’s Brunswick BC Stock Holding History

Caldwell Trust’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-200
2020 Q2	$12.8K	Hold	200
2020 Q1	$7.07K	Hold	200
2019 Q4	$12K	Buy	+200