Chase Investment Counsel’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $1.82M | Hold |
|
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|
2024
Q4 | $1.94M | Hold |
|
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|
2024
Q3 | $1.53M | Hold |
|
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.23M | Hold |
|
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $4.02M | Sell |
|
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $2.69M | Buy |
|