Caldwell Trust’s MidCap Financial Investment MFIC Stock Holding History

Caldwell Trust’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000
2023 Q1	$11.4K	Hold	1,000
2022 Q4	$11.4K	Buy	+1,000
2020 Q2	–	Sell	-1,600
2020 Q1	$10.8K	Hold	1,600
2019 Q4	$27.9K	Buy	+1,600