CT
SOR

Caldwell Trust’s Source Capital SOR Stock Holding History

Caldwell Trust’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-250
2021
Q4 		$10.8K Hold
250
2021
Q3 		$11.2K Buy
+250