Caldwell Trust’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Caldwell Trust’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-700
2023 Q4	$52.5K	Hold	700
2023 Q3	$52.6K	Hold	700
2023 Q2	$52.5K	Buy	+700