Fiduciary Trust’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
$643K Buy
11,607
+2,815
+32% +$156K 0.01% 487
2025
Q1
$364K Buy
8,792
+2,532
+40% +$105K ﹤0.01% 609
2024
Q4
$276K Buy
+6,260
New +$276K ﹤0.01% 588