Bartlett & Co’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% 416