Retirement Planning Company of New England’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,760	Closed	-$575K	–	226
2023 Q4	$575K	Hold	27,760	–	–	0.26%	108
2023 Q3	$601K	Buy	+27,760	New	+$601K	0.33%	95
2022 Q1	–	Sell	-9,640	Closed	-$191K	–	522
2021 Q4	$191K	Buy	+9,640	New	+$191K	0.09%	221