Caldwell Trust Co's ownership history for XLC

Caldwell Trust Co currently holds 5.7K shares with a market value of $670.0K. It started holding XLC on 2019-12-31. At its peak, it held 18.0K shares on 2022-09-30. Its highest holding value was $1.2M on 2022-03-31. At its lowest, it held 1.6K shares on 2019-12-31, with a value of $72.1K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 113. In the recent year, Caldwell Trust Co has decreased its shares by 1.1K.