FinTrust Capital Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,400
| Closed | -$43.4K | – | 1263 |
|
|
2023
Q2 | $43.4K | Hold |
2,400
| – | – | 0.01% | 468 |
|
|
2023
Q1 | $43.4K | Hold |
2,400
| – | – | 0.01% | 468 |
|
|
2022
Q4 | $43.4K | Hold |
2,400
| – | – | 0.01% | 468 |
|
|
2022
Q3 | $43K | Hold |
2,400
| – | – | 0.01% | 533 |
|
|
2022
Q2 | $34K | Hold |
2,400
| – | – | 0.01% | 597 |
|
|
2022
Q1 | $40K | Hold |
2,400
| – | – | 0.01% | 606 |
|
|
2021
Q4 | $48K | Hold |
2,400
| – | – | 0.01% | 555 |
|
|
2021
Q3 | $37K | Hold |
2,400
| – | – | 0.01% | 598 |
|
|
2021
Q2 | $39K | Hold |
2,400
| – | – | 0.01% | 590 |
|
|
2021
Q1 | $44K | Hold |
2,400
| – | – | 0.01% | 552 |
|
|
2020
Q4 | $37K | Hold |
2,400
| – | – | 0.01% | 535 |
|
|
2020
Q3 | $29 | Hold |
2,400
| – | – | 0.01% | 573 |
|
|
2020
Q2 | $25K | Hold |
2,400
| – | – | 0.01% | 589 |
|
|
2020
Q1 | $26K | Hold |
2,400
| – | – | 0.01% | 569 |
|
|
2019
Q4 | $28K | Hold |
2,400
| – | – | 0.01% | 571 |
|
|
2019
Q3 | $32K | Hold |
2,400
| – | – | 0.01% | 528 |
|
|
2019
Q2 | $33K | Sell |
2,400
-8
| -0.3% | -$110 | 0.01% | 490 |
|
|
2019
Q1 | $31K | Buy |
2,408
+2,400
| +30,000% | +$30.9K | 0.01% | 487 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1278 |
|