WealthTrak Capital 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
$444 Sell
8
-4
-33% -$222 ﹤0.01% 682
2025
Q1
$497 Hold
12
﹤0.01% 656
2024
Q4
$531 Buy
+12
New +$531 ﹤0.01% 560