Caldwell Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Caldwell Trust’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.3K	Hold	161
2025 Q1	$11K	Hold	161
2024 Q4	$10.5K	Hold	161
2024 Q3	$11.7K	Buy	+161