Caldwell Trust Co's ownership history for XLV

Caldwell Trust Co currently holds 4.4K shares with a market value of $615.3K. It started holding XLV on 2019-12-31. At its peak, it held 9.2K shares on 2023-06-30. Its highest holding value was $1.2M on 2023-06-30. At its lowest, it held 3.9K shares on 2024-12-31, with a value of $467.7K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 187. In the recent year, Caldwell Trust Co has decreased its shares by 90.