Dumont & Blake Investment Advisors’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
$2.23M Sell
2025
Q2
$1.81M Buy
2025
Q1
$1.33M Sell
2024
Q4
$1.68M Sell
2024
Q3
$1.33M Sell
2024
Q2
$2.33M Buy