Caldwell Trust Co's ownership history for XLP

Caldwell Trust Co currently holds 2.3K shares with a market value of $178.3K. It started holding XLP on 2019-12-31. At its peak, it held 11.4K shares on 2023-06-30. Its highest holding value was $847.4K on 2023-06-30. At its lowest, it held 1.6K shares on 2021-06-30, with a value of $107.0K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 33. In the recent year, Caldwell Trust Co has decreased its shares by 367.