Fifth Third Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
14,616
+40
| +0.3% | +$2.22K | 0.03% | 276 |
|
|
2025
Q1 | $603K | Buy |
14,576
+164
| +1% | +$6.79K | 0.03% | 290 |
|
|
2024
Q4 | $637K | Sell |
14,412
-36
| -0.2% | -$1.59K | 0.03% | 280 |
|
|
2024
Q3 | $503K | Buy |
14,448
+228
| +2% | +$7.94K | 0.03% | 306 |
|
|
2024
Q2 | $436K | Buy |
+14,220
| New | +$436K | 0.03% | 300 |
|