Caldwell Sutter Capital’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 | $5.32K | Hold |
96
| – | – | ﹤0.01% | 611 |
|
|
2025
Q1 | $3.97K | Sell |
96
-24
| -20% | -$993 | ﹤0.01% | 651 |
|
|
2024
Q4 | $5.3K | Hold |
120
| – | – | ﹤0.01% | 628 |
|
|
2024
Q3 | $4.18K | Hold |
120
| – | – | ﹤0.01% | 659 |
|
|
2024
Q2 | $3.68K | Hold |
120
| – | – | ﹤0.01% | 675 |
|
|
2024
Q1 | $3.35K | Hold |
120
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $2.49K | Hold |
120
| – | – | ﹤0.01% | 730 |
|
|
2023
Q3 | $2.6K | Hold |
120
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $2.49K | Buy |
+120
| New | +$2.49K | ﹤0.01% | 707 |
|