Caldwell Trust Co

CIK
0002080218
City
Venice
State / Country
FL

Holdings in PFL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $12,645 1,500
2025-09-30 $12,780 1,500
2025-06-30 $12,510 1,500
2025-03-31 $12,900 1,500
2024-12-31 $12,570 1,500
2024-09-30 $12,855 1,500
2024-06-30 $12,225 1,500
2024-03-31 $12,720 1,500
2023-12-31 $25,320 3,000
2023-09-30 $23,010 3,000
2023-06-30 $24,570 3,000
2023-03-31 $24,390 3,000
2022-12-31 $24,330 3,000
2022-09-30 $23,910 3,000
2022-06-30 $26,970 3,000
2022-03-31 $30,600 3,000
2021-12-31 $32,910 3,000
2021-09-30 $34,860 3,000
2021-06-30 $38,250 3,000
2021-03-31 $36,030 3,000
2020-12-31 $34,320 3,000
2020-09-30 $30,360 3,000
2020-06-30 $29,130 3,000
2020-03-31 $25,350 3,000