Castleview Partners’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12
Closed -$368 712
2024
Q2
$368 Hold
12
﹤0.01% 863
2024
Q1
$335 Hold
12
﹤0.01% 850
2023
Q4
$249 Buy
+12
New +$249 ﹤0.01% 830