Sittner & Nelson’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 | $43.7K | Hold |
788
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $32.6K | Hold |
788
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $34.8K | Hold |
788
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $27.5K | Hold |
788
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $24.2K | Hold |
788
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $22K | Hold |
788
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $16.3K | Hold |
788
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $17.1K | Hold |
788
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $16.4K | Hold |
788
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $16.3K | Buy |
+788
| New | +$16.3K | 0.01% | 319 |
|
|
2022
Q3 | – | Sell |
-680
| Closed | -$9K | – | 468 |
|
|
2022
Q2 | $9K | Buy |
+680
| New | +$9K | 0.01% | 372 |
|