Caldwell Trust’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Caldwell Trust’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-500
2023 Q4	$30.8K	Hold	500
2023 Q3	$27.9K	Hold	500
2023 Q2	$28.9K	Buy	+500