Caldwell Trust Co's ownership history for CI

Caldwell Trust Co currently holds 1.7K shares with a market value of $492.3K. It started holding CI on 2019-12-31. At its peak, it held 2.0K shares on 2020-03-31. Its highest holding value was $666.8K on 2024-03-31. At its lowest, it held 1.7K shares on 2025-06-30, with a value of $300.9K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 158. In the recent year, Caldwell Trust Co has decreased its shares by 118.