Freestone Capital Holdings’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 | $351K | Buy |
6,328
+280
| +5% | +$15.5K | 0.01% | 336 |
|
|
2025
Q1 | $250K | Buy |
6,048
+144
| +2% | +$5.96K | 0.01% | 381 |
|
|
2024
Q4 | $261K | Hold |
5,904
| – | – | 0.01% | 364 |
|
|
2024
Q3 | $206K | Buy |
+5,904
| New | +$206K | 0.01% | 409 |
|
|
2016
Q3 | – | Sell |
-81,120
| Closed | -$718K | – | 339 |
|
|
2016
Q2 | $718K | Buy |
+81,120
| New | +$718K | 0.07% | 209 |
|