Caldwell Investment Management Ltd.'s ownership history for IBKR

Caldwell Investment Management Ltd. currently holds 13.9K shares with a market value of $886.4K. It started holding IBKR on 2024-12-31. At its peak, it held 30.4K shares on 2025-06-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 6.8K shares on 2024-12-31, with a value of $886.4K on 2026-03-31. In the recent 180 days, Caldwell Investment Management Ltd. has decreased its shares by 13.2K. In the recent year, Caldwell Investment Management Ltd. has increased its shares by 7.1K.