Caldwell Trust’s D.R. Horton DHI Stock Holding History

Caldwell Trust’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100
2023 Q2	$12.2K	Hold	100
2023 Q1	$9.77K	Hold	100
2022 Q4	$8.91K	Hold	100
2022 Q3	$6.74K	Hold	100
2022 Q2	$6.62K	Hold	100
2022 Q1	$7.45K	Hold	100
2021 Q4	$10.8K	Hold	100
2021 Q3	$8.4K	Hold	100
2021 Q2	$9.04K	Hold	100
2021 Q1	$8.91K	Hold	100
2020 Q4	$6.89K	Hold	100
2020 Q3	$7.56K	Hold	100
2020 Q2	$5.54K	Hold	100
2020 Q1	$3.4K	Sell	100 -50
2019 Q4	$7.91K	Buy	+150