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ForthRight Wealth Management’s Ibotta IBTA Stock Holding History

ForthRight Wealth Management’s Portfolio IBTA Stock Details IBTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
30,296
-4,300
-12% -$157K 0.35% 28
2025
Q1 		$1.46M Hold
34,596
– – 0.49% 28
2024
Q4 		$2.25M Buy
34,596
+29,077
+527% +$1.89M 0.75% 23
2024
Q3 		$340K Buy
+5,519
New +$340K 0.11% 51