Fiduciary Family Office’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 | $2.44M | Sell |
44,056
-14,076
| -24% | -$780K | 0.8% | 19 |
|
|
2025
Q1 | $2.41M | Buy |
+58,132
| New | +$2.41M | 0.8% | 20 |
|
|
2024
Q4 | – | Sell |
-60,480
| Closed | -$2.11M | – | 138 |
|
|
2024
Q3 | $2.11M | Sell |
60,480
-3,696
| -6% | -$129K | 0.7% | 24 |
|
|
2024
Q2 | $1.97M | Buy |
64,176
+1,808
| +3% | +$55.4K | 0.78% | 26 |
|
|
2024
Q1 | $1.74M | Buy |
62,368
+38,820
| +165% | +$1.08M | 0.68% | 34 |
|
|
2023
Q4 | $488K | Buy |
+23,548
| New | +$488K | 0.21% | 117 |
|