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Summit Financial’s Interactive Brokers IBKR Stock Holding History

Summit Financial’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 		$376K Buy
6,778
+438
+7% +$24.3K 0.01% 630
2025
Q1 		$262K Buy
6,340
+524
+9% +$21.7K 0.01% 639
2024
Q4 		$257K Buy
+5,816
New +$257K 0.01% 569