Caldwell Trust’s Tapestry TPR Stock Holding History

Caldwell Trust’s Portfolio TPR Stock Details TPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-105
2023 Q2	$4.49K	Buy	+105
2022 Q1	–	Sell	-500
2021 Q4	$20.3K	Hold	500
2021 Q3	$18.5K	Hold	500
2021 Q2	$21.7K	Buy	+500