Blue Trust Inc’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 | $5.77K | Sell |
104
-52
| -33% | -$2.89K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $6.46K | Buy |
+156
| New | +$6.46K | ﹤0.01% | 2058 |
|
|
2024
Q4 | – | Sell |
-388
| Closed | -$11.9K | – | 2691 |
|
|
2024
Q3 | $11.9K | Buy |
388
+156
| +67% | +$4.78K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $6.48K | Buy |
232
+128
| +123% | +$3.58K | ﹤0.01% | 2098 |
|
|
2024
Q1 | $2.9K | Buy |
+104
| New | +$2.9K | ﹤0.01% | 1741 |
|