Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
56.59%

Calvert Focused Value Fund's Interactive Brokers Group Inc Holding Summary

As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held - shares of Interactive Brokers Group Inc(IBKR), totaling N/A. This investment constitutes 0% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Interactive Brokers Group Inc(IBKR) stock.

The initial trade took place in 2024Q1. And since then Calvert Focused Value Fund has made 2 purchases of IBKR, at an average price of $25.53, for a total of 76,332.00 shares. In addition, there have been 3 sales at an average price of $39.97 for 76,332.00 shares. Based on historical transaction data and IBKR's current price of $59.43, Calvert Focused Value Fund's estimated gain on his IBKR holdings is $1.10 Mil, reflecting a 56.59% gain to date.

Calvert Focused Value Fund IBKR ($59.43) Holding Chart

Calvert Focused Value Fund IBKR ($59.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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