Caldwell Trust’s ITT ITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.2K | Hold |
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|
2025
Q2 | $72.1K | Hold |
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|
2025
Q1 | $59.4K | Hold |
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|
2024
Q4 | $65.7K | Hold |
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|
2024
Q3 | $68.8K | Hold |
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|
2024
Q2 | $59.4K | Hold |
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|
2024
Q1 | $62.6K | Hold |
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|
2023
Q4 | $54.9K | Hold |
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|
2023
Q3 | $45K | Hold |
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|
2023
Q2 | $42.9K | Sell |
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|
2023
Q1 | $59.5K | Sell |
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|
2022
Q4 | $93.3K | Hold |
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|
2022
Q3 | $75.1K | Hold |
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|
2022
Q2 | $77.3K | Hold |
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|
2022
Q1 | $86.5K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $98.7K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $88.6K | Hold |
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|
2020
Q3 | $67.9K | Hold |
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|
2020
Q2 | $67.6K | Hold |
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|
2020
Q1 | $52.2K | Hold |
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|
2019
Q4 | $85K | Buy |
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