Caldwell Trust’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Sell |
687
-45
|
|
||||
|
2025
Q1 | $55.5K | Sell |
732
-385
|
|
||||
|
2024
Q4 | $86.4K | Buy |
1,117
+145
|
|
||||
|
2024
Q3 | $71K | Buy |
972
+285
|
|
||||
|
2024
Q2 | $41.4K | Hold |
687
|
|
||||
|
2024
Q1 | $43.4K | Hold |
687
|
|
||||
|
2023
Q4 | $39.9K | Hold |
687
|
|
||||
|
2023
Q3 | $33.4K | Sell |
687
-297
|
|
||||
|
2023
Q2 | $49.1K | Hold |
984
|
|
||||
|
2023
Q1 | $53.8K | Hold |
984
|
|
||||
|
2022
Q4 | $60.4K | Hold |
984
|
|
||||
|
2022
Q3 | $55.8K | Hold |
984
|
|
||||
|
2022
Q2 | $50K | Hold |
984
|
|
||||
|
2022
Q1 | $58.5K | Hold |
984
|
|
||||
|
2021
Q4 | $68.9K | Hold |
984
|
|
||||
|
2021
Q3 | $63.3K | Hold |
984
|
|
||||
|
2021
Q2 | $57.7K | Hold |
984
|
|
||||
|
2021
Q1 | $48.4K | Hold |
984
|
|
||||
|
2020
Q4 | $43.5K | Hold |
984
|
|
||||
|
2020
Q3 | $40.2K | Hold |
984
|
|
||||
|
2020
Q2 | $39.2K | Hold |
984
|
|
||||
|
2020
Q1 | $31.1K | Hold |
984
|
|
||||
|
2019
Q4 | $35.1K | Buy |
+984
|
|