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Evelyn Partners Investment Management’s Interactive Brokers IBKR Stock Holding History

Evelyn Partners Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.33M Sell
124,862
-145,234
-54% -$8.53M 0.3% 53
2025
Q1 		$4.23M Buy
+270,096
New +$4.23M 0.19% 62