Caldwell Trust’s MasterBrand MBC Stock Holding History

Caldwell Trust’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200
2024 Q1	$3.75K	Sell	200 -700
2023 Q4	$13.4K	Hold	900
2023 Q3	$10.9K	Hold	900
2023 Q2	$10.5K	Hold	900
2023 Q1	$7.24K	Sell	900 -943
2022 Q4	$13.9K	Buy	+1,843