Caldwell Trust Co's ownership history for QQQ

Caldwell Trust Co currently holds 19.5K shares with a market value of $11.7M. It started holding QQQ on 2019-12-31. At its peak, it held 24.0K shares on 2022-03-31. Its highest holding value was $11.7M on 2025-09-30. At its lowest, it held 6.9K shares on 2019-12-31, with a value of $1.5M on 2019-12-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 312. In the recent year, Caldwell Trust Co has decreased its shares by 797.