Caldwell Trust’s Highland Global Allocation Fund HGLB Stock Holding History

Caldwell Trust’s Portfolio HGLB Stock Details HGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,000
2023 Q4	$23.6K	Hold	3,000
2023 Q3	$24K	Hold	3,000
2023 Q2	$25.9K	Buy	+3,000