Cetera Trust Company’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 | $11.1K | Hold |
200
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $8.28K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $8.83K | Hold |
200
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $6.97K | Hold |
200
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $6.13K | Hold |
200
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $5.59K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $4.15K | Buy |
+200
| New | +$4.15K | ﹤0.01% | 381 |
|