Venturi Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Sell |
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|
2025
Q2 | $771K | Sell |
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|
2025
Q1 | $675K | Sell |
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|
2024
Q4 | $794K | Buy |
|
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|
2024
Q3 | $610K | Buy |
|
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|
2024
Q2 | $408K | Buy |
|
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|
2024
Q1 | $29.3K | Sell |
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|
2023
Q4 | $22.9K | Sell |
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|
2023
Q3 | $24.2K | Sell |
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|
2023
Q2 | $30.5K | Buy |
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|
2023
Q1 | $26K | Buy |
|