Carolinas Wealth Consulting’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
Sell
-132
Closed -$5.46K 427
2025
Q1
$5.46K Hold
132
﹤0.01% 594
2024
Q4
$5.83K Sell
132
-220
-63% -$9.72K ﹤0.01% 617
2024
Q3
$12.3K Buy
+352
New +$12.3K ﹤0.01% 536