VCI Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44,488	Closed	-$1.36M	–	109
2024 Q2	$1.36M	Buy	44,488 +12,836	+41%	+$393K	0.67%	37
2024 Q1	$884K	Sell	31,652 -9,264	-23%	-$259K	0.6%	42
2023 Q4	$848K	Buy	+40,916	New	+$848K	0.52%	56