Private Trust Company’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Buy |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $93.1K | Sell |
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|
2024
Q3 | $75.3K | Buy |
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|
2024
Q2 | $64.6K | Buy |
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|
2024
Q1 | $27.9K | Hold |
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|
2023
Q4 | $20.7K | Hold |
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|
2023
Q3 | $21.6K | Sell |
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|
2023
Q2 | $23.5K | Hold |
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|
2023
Q1 | $23.4K | Buy |
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|
2022
Q4 | $18K | Sell |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
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