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Summit Trail Advisors’s Interactive Brokers IBKR Stock Holding History

Summit Trail Advisors’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 		$334K Buy
+6,024
New +$334K 0.01% 880
2018
Q1 		– Sell
-204
Closed -$3K – 1001
2017
Q4 		$3K Buy
+204
New +$3K ﹤0.01% 1548