DT Investment Partners’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 | $86.2K | Hold |
1,556
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $64.4K | Hold |
1,556
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $68.7K | Hold |
1,556
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $54.2K | Buy |
1,556
+584
| +60% | +$20.3K | ﹤0.01% | 244 |
|
|
2024
Q2 | $29.8K | Sell |
972
-148
| -13% | -$4.54K | ﹤0.01% | 281 |
|
|
2024
Q1 | $31.3K | Hold |
1,120
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $25.1K | Hold |
1,120
| – | – | ﹤0.01% | 265 |
|
|
2023
Q3 | $24.2K | Hold |
1,120
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $24.9K | Hold |
1,120
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $21.6K | Hold |
1,120
| – | – | ﹤0.01% | 260 |
|
|
2022
Q4 | $20.3K | Hold |
1,120
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $18K | Buy |
+1,120
| New | +$18K | ﹤0.01% | 257 |
|