Caldwell Trust Co's ownership history for SHY

Caldwell Trust Co currently holds 1.2K shares with a market value of $103.6K. It started holding SHY on 2019-12-31. At its peak, it held 1.7K shares on 2023-12-31. Its highest holding value was $140.5K on 2024-09-30. At its lowest, it held 690 shares on 2022-12-31, with a value of $55.9K on 2023-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 441.