DiNuzzo Private Wealth’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 | $1.33K | Hold |
24
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $994 | Hold |
24
| – | – | ﹤0.01% | 828 |
|
|
2024
Q4 | $1.06K | Hold |
24
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $837 | Hold |
24
| – | – | ﹤0.01% | 924 |
|
|
2024
Q2 | $736 | Buy |
24
+4
| +20% | +$123 | ﹤0.01% | 913 |
|
|
2024
Q1 | $559 | Hold |
20
| – | – | ﹤0.01% | 939 |
|
|
2023
Q4 | $415 | Buy |
+20
| New | +$415 | ﹤0.01% | 1040 |
|