Everence Capital Management’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
$2.14M Buy
2025
Q2
$1.41M Hold
2025
Q1
$1.06M Buy
2018
Q1
Sell
2017
Q4
$295K Hold
2017
Q3
$224K Buy