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Caldwell Trust’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Caldwell Trust’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
2023
Q3 		$19.5K Buy
+200