Caldwell Trust’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Hold |
14
|
|
||||
|
2025
Q1 | $1.25K | Hold |
14
|
|
||||
|
2024
Q4 | $1.37K | Hold |
14
|
|
||||
|
2024
Q3 | $1.24K | Buy |
+14
|
|
||||
|
2022
Q2 | – | Sell |
-18
|
|
||||
|
2022
Q1 | $1.57K | Hold |
18
|
|
||||
|
2021
Q4 | $1.67K | Buy |
+18
|
|
||||
|
2020
Q3 | – | Sell |
-31
|
|
||||
|
2020
Q2 | $1.97K | Hold |
31
|
|
||||
|
2020
Q1 | $1.65K | Hold |
31
|
|
||||
|
2019
Q4 | $2.45K | Buy |
+31
|
|