Caldwell Sutter Capital’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
Q2
$5.32K Hold
2025
Q1
$3.97K Sell
2024
Q4
$5.3K Hold
2024
Q3
$4.18K Hold
2024
Q2
$3.68K Hold
2024
Q1
$3.35K Hold
2023
Q4
$2.49K Hold
2023
Q3
$2.6K Hold
2023
Q2
$2.49K Buy