Delta Investment Management’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
$807K Sell
14,556
-1,784
-11% -$98.9K 0.16% 96
2025
Q1
$676K Buy
16,340
+1,044
+7% +$43.2K 0.14% 90
2024
Q4
$676K Buy
15,296
+496
+3% +$21.9K 0.13% 98
2024
Q3
$516K Buy
+14,800
New +$516K 0.11% 116