WAM
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Wakefield Asset Management’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,916
Closed -$2.55M 171
2023
Q1
$2.55M Buy
+30,916
New +$2.55M 1.06% 35