Caldwell Trust’s FlexShares Morningstar Emerging Markets Factor Tilt Index Fund TLTE Stock Holding History

Caldwell Trust’s Portfolio TLTE Stock Details TLTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000
2020 Q2	$44.7K	Sell	1,000 -910
2020 Q1	$72.9K	Hold	1,910
2019 Q4	$101K	Buy	+1,910