Caldwell Trust’s Verisk Analytics VRSK Stock Holding History

Caldwell Trust’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-340
2024 Q2	$91.6K	Hold	340
2024 Q1	$80.1K	Buy	+340