Heritage Family Offices’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	$650K	Sell	3,948 -11,844	-75%	-$1.95M	0.33%	75
2025 Q1	$654K	Buy	15,792 +3,524	+29%	+$146K	0.33%	74
2024 Q4	$542K	Sell	12,268 -1,388	-10%	-$61.3K	0.27%	82
2024 Q3	$476K	Buy	13,656 +188	+1%	+$6.55K	0.25%	86
2024 Q2	$413K	Buy	+13,468	New	+$413K	0.23%	90