Caldwell Trust’s iShares MSCI Canada ETF EWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
|
|
||||
|
2023
Q3 | $16.7K | Sell |
500
-106
|
|
||||
|
2023
Q2 | $21.2K | Buy |
606
+106
|
|
||||
|
2023
Q1 | $17.1K | Hold |
500
|
|
||||
|
2022
Q4 | $16.4K | Hold |
500
|
|
||||
|
2022
Q3 | $15.4K | Hold |
500
|
|
||||
|
2022
Q2 | $16.8K | Hold |
500
|
|
||||
|
2022
Q1 | $20.1K | Hold |
500
|
|
||||
|
2021
Q4 | $19.2K | Hold |
500
|
|
||||
|
2021
Q3 | $18.1K | Hold |
500
|
|
||||
|
2021
Q2 | $18.6K | Hold |
500
|
|
||||
|
2021
Q1 | $17K | Sell |
500
-150
|
|
||||
|
2020
Q4 | $20K | Sell |
650
-75
|
|
||||
|
2020
Q3 | $19.9K | Sell |
725
-400
|
|
||||
|
2020
Q2 | $29.1K | Hold |
1,125
|
|
||||
|
2020
Q1 | $24.6K | Hold |
1,125
|
|
||||
|
2019
Q4 | $33.6K | Buy |
+1,125
|
|