Caldwell Trust Co's ownership history for XLI

Caldwell Trust Co currently holds 1.6K shares with a market value of $244.6K. It started holding XLI on 2019-12-31. At its peak, it held 3.1K shares on 2020-06-30. Its highest holding value was $269.5K on 2024-09-30. At its lowest, it held 910 shares on 2020-09-30, with a value of $66.5K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 105. In the recent year, Caldwell Trust Co has decreased its shares by 404.