Fiduciary Group’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-21,648
Closed -$203K 178
2017
Q2
$203K Buy
+21,648
New +$203K 0.05% 171
2016
Q2
Sell
-23,476
Closed -$231K 183
2016
Q1
$231K Buy
+23,476
New +$231K 0.07% 160