Asset Dedication LLC’s Interactive Brokers IBKR Stock Holding History

Asset Dedication LLC’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.87K	Hold
2025 Q1	$5.13K	Hold
2024 Q4	$5.48K	Hold
2024 Q3	$4.32K	Buy
2024 Q2	$1.1K	Hold
2024 Q1	$1K	Hold
2023 Q4	$1K	Hold
2023 Q3	$1K	Buy