Mendota Financial 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
Q1
Sell
-1,244
Closed -$54.9K 220
2024
Q4
$54.9K Sell
1,244
-1,080
-46% -$47.7K 0.04% 147
2024
Q3
$81K Buy
+2,324
New +$81K 0.04% 131