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Cary Street Partners Investment Advisory’s Interactive Brokers IBKR Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-196
Closed -$4.24K – 1163
2023
Q3 		$4.24K Hold
196
– – ﹤0.01% 1535
2023
Q2 		$4.07K Buy
+196
New +$3.87K ﹤0.01% 1463

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Cary Street Partners Investment Advisory's IBKR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Interactive Brokers (IBKR) in Q4 2023, closing a stake of 196 shares — an estimated $4.24K sold.

Cary Street Partners Investment Advisory first reported a position in IBKR in Q2 2023 and held it in 2 quarters. The position peaked at $4.24K in Q3 2023. 456 funds tracked by Wall St. Rank hold IBKR as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Interactive Brokers position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 196 Interactive Brokers shares in Q4 2023, an estimated $4.24K.
  • Cary Street Partners Investment Advisory first reported a position in Interactive Brokers in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Interactive Brokers position peaked at $4.24K in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.