Caldwell Trust’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Hold |
335
|
|
||||
|
2025
Q1 | $19.4K | Hold |
335
|
|
||||
|
2024
Q4 | $20.2K | Hold |
335
|
|
||||
|
2024
Q3 | $19.7K | Hold |
335
|
|
||||
|
2024
Q2 | $18.7K | Hold |
335
|
|
||||
|
2024
Q1 | $18K | Hold |
335
|
|
||||
|
2023
Q4 | $16.2K | Hold |
335
|
|
||||
|
2023
Q3 | $14.5K | Hold |
335
|
|
||||
|
2023
Q2 | $14.9K | Buy |
+335
|
|