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Putney Financial Group’s Interactive Brokers IBKR Stock Holding History

Putney Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468K Sell
8,440
-388
-4% -$21.5K 0.47% 33
2025
Q1 		$365K Hold
8,828
– – 0.38% 43
2024
Q4 		$390K Buy
+8,828
New +$390K 0.35% 43