Pathstone Family Office’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$535K Buy
2023
Q2
$274K Buy
2023
Q1
Sell
2022
Q4
$222K Buy
2018
Q4
Sell
2018
Q3
$4K Buy