WealthTrust Asset 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 Q1	–	Sell	-24,472	Closed	-$1.08M	–	93
2024 Q4	$1.08M	Sell	24,472 -1,992	-8%	-$88K	0.78%	29
2024 Q3	$922K	Buy	+26,464	New	+$922K	0.69%	37