Caldwell Trust’s Celanese CE Stock Holding History

Caldwell Trust’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-67
2023 Q4	$10.4K	Sell	67 -54
2023 Q3	$15.2K	Hold	121
2023 Q2	$14K	Buy	+121
2020 Q3	–	Sell	-425
2020 Q2	$36.7K	Hold	425
2020 Q1	$31.2K	Hold	425
2019 Q4	$52.3K	Buy	+425