Caldwell Trust’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Caldwell Trust’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.3K	Hold	420
2025 Q1	$21.6K	Hold	420
2024 Q4	$22.4K	Hold	420
2024 Q3	$22.1K	Hold	420
2024 Q2	$20.9K	Hold	420
2024 Q1	$20K	Hold	420
2023 Q4	$18.2K	Buy	+420