Sittner & Nelson’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
Q2
$43.7K Hold
2025
Q1
$32.6K Hold
2024
Q4
$34.8K Hold
2024
Q3
$27.5K Hold
2024
Q2
$24.2K Hold
2024
Q1
$22K Hold
2023
Q4
$16.3K Hold
2023
Q3
$17.1K Hold
2023
Q2
$16.4K Hold
2023
Q1
$16.3K Buy
2022
Q3
Sell
2022
Q2
$9K Buy