Capital Analysts LLC’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
$26K Hold
2025
Q1
$19K Hold
2024
Q4
$20K Hold
2024
Q3
$16K Buy
2023
Q4
Sell
2023
Q3
$1K Buy