Ritholtz Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Buy	8,553 +605	+8%	+$33.5K	0.01%	660
2025 Q1	$329K	Buy	7,948 +316	+4%	+$13.1K	0.01%	720
2024 Q4	$337K	Buy	7,632 +80	+1%	+$3.53K	0.01%	674
2024 Q3	$263K	Buy	+7,552	New	+$263K	0.01%	736