Tortoise Investment 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 | $1.11K | Buy |
+20
| New | +$1.11K | ﹤0.01% | 936 |
|
|
2025
Q1 | – | Sell |
-2,040
| Closed | -$90.1K | – | 841 |
|
|
2024
Q4 | $90.1K | Buy |
2,040
+880
| +76% | +$38.9K | 0.01% | 325 |
|
|
2024
Q3 | $40.4K | Buy |
1,160
+136
| +13% | +$4.74K | ﹤0.01% | 448 |
|
|
2024
Q2 | $31.4K | Buy |
1,024
+444
| +77% | +$13.6K | ﹤0.01% | 466 |
|
|
2024
Q1 | $16.2K | Buy |
+580
| New | +$16.2K | ﹤0.01% | 548 |
|