Colonial Trust’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 | $6.66K | Hold |
120
| – | – | ﹤0.01% | 799 |
|
|
2025
Q1 | $5.01K | Sell |
120
-128
| -52% | -$5.34K | ﹤0.01% | 827 |
|
|
2024
Q4 | $10.9K | Buy |
248
+88
| +55% | +$3.88K | ﹤0.01% | 926 |
|
|
2024
Q3 | $5.49K | Buy |
+160
| New | +$5.49K | ﹤0.01% | 863 |
|
|
2023
Q2 | – | Sell |
-188
| Closed | -$3.81K | – | 959 |
|
|
2023
Q1 | $3.81K | Hold |
188
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $3.43K | Buy |
+188
| New | +$3.43K | ﹤0.01% | 802 |
|