Veritable’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,176	Closed	-$274K	–	366
2023 Q2	$274K	Sell	13,176 -1,392	-10%	-$28.9K	﹤0.01%	736
2023 Q1	$301K	Buy	+14,568	New	+$301K	﹤0.01%	689