Bartlett & Co Wealth Management’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 | $443K | Hold |
8,000
| – | – | 0.01% | 349 |
|
|
2025
Q1 | $331K | Sell |
8,000
-1,440
| -15% | -$59.6K | ﹤0.01% | 385 |
|
|
2024
Q4 | $417K | Hold |
9,440
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $329K | Hold |
9,440
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $289K | Hold |
9,440
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $264K | Hold |
9,440
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $196K | Hold |
9,440
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $204K | Hold |
9,440
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $196K | Hold |
9,440
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $195K | Hold |
9,440
| – | – | ﹤0.01% | 383 |
|
|
2022
Q4 | $171K | Hold |
9,440
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $151K | Hold |
9,440
| – | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $130K | Hold |
9,440
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $156K | Buy |
+9,440
| New | +$156K | ﹤0.01% | 417 |
|