Pinnacle Associates’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
-7,848
Closed -$347K 848
2024
Q4
$347K Buy
+7,848
New +$347K ﹤0.01% 681