Bartlett & Co Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Hold |
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|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $417K | Hold |
|
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|
2024
Q3 | $329K | Hold |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $151K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $156K | Buy |
|