Caldwell Trust’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60.8K | Hold |
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|
2025
Q2 | $61.4K | Sell |
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|
2025
Q1 | $55.5K | Sell |
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|
2024
Q4 | $86.4K | Buy |
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|
2024
Q3 | $71K | Buy |
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|
2024
Q2 | $41.4K | Hold |
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|
2024
Q1 | $43.4K | Hold |
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|
2023
Q4 | $39.9K | Hold |
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|
2023
Q3 | $33.4K | Sell |
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|
2023
Q2 | $49.1K | Hold |
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|
2023
Q1 | $53.8K | Hold |
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|
2022
Q4 | $60.4K | Hold |
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|
2022
Q3 | $55.8K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $58.5K | Hold |
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|
2021
Q4 | $68.9K | Hold |
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|
2021
Q3 | $63.3K | Hold |
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|
2021
Q2 | $57.7K | Hold |
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|
2021
Q1 | $48.4K | Hold |
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|
2020
Q4 | $43.5K | Hold |
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|
2020
Q3 | $40.2K | Hold |
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|
2020
Q2 | $39.2K | Hold |
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|
2020
Q1 | $31.1K | Hold |
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|
2019
Q4 | $35.1K | Buy |
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