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Catalyst Funds Management’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,700
Closed -$3.48M 520
2024
Q4
$3.48M Buy
+19,700
New +$3.48M 0.85% 24
2024
Q3
Sell
-200
Closed -$24.5K 1439
2024
Q2
$24.5K Buy
+200
New +$24.5K 0.01% 615