Caldwell Trust’s MSCI MSCI Stock Holding History

Caldwell Trust’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3
2025 Q1	$1.7K	Buy	+3
2024 Q3	–	Sell	-130
2024 Q2	$62.6K	Hold	130
2024 Q1	$72.9K	Buy	130 +56
2023 Q4	$41.9K	Buy	+74