Mather Group’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
Sell
-276
Closed -$11.4K 1108
2025
Q1
$11.4K Hold
276
﹤0.01% 1220
2024
Q4
$12.2K Buy
+276
New +$12.2K ﹤0.01% 1195