Asset Dedication LLC’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87K | Hold |
124
| – | – | ﹤0.01% | 881 |
|
|
2025
Q1 | $5.13K | Hold |
124
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $5.48K | Hold |
124
| – | – | ﹤0.01% | 845 |
|
|
2024
Q3 | $4.32K | Buy |
124
+88
| +244% | +$3.07K | ﹤0.01% | 923 |
|
|
2024
Q2 | $1.1K | Hold |
36
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 938 |
|
|
2023
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 936 |
|