WhitTier Trust Company’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 | $85.3K | Sell |
1,540
-904
| -37% | -$50.1K | ﹤0.01% | 658 |
|
|
2025
Q1 | $101K | Sell |
2,444
-312
| -11% | -$12.9K | ﹤0.01% | 618 |
|
|
2024
Q4 | $122K | Sell |
2,756
-20
| -0.7% | -$883 | ﹤0.01% | 572 |
|
|
2024
Q3 | $96.7K | Sell |
2,776
-40
| -1% | -$1.39K | ﹤0.01% | 603 |
|
|
2024
Q2 | $86.3K | Buy |
2,816
+1,512
| +116% | +$46.3K | ﹤0.01% | 585 |
|
|
2024
Q1 | $36.4K | Hold |
1,304
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $27K | Sell |
1,304
-500
| -28% | -$10.4K | ﹤0.01% | 782 |
|
|
2023
Q3 | $39K | Sell |
1,804
-488
| -21% | -$10.6K | ﹤0.01% | 692 |
|
|
2023
Q2 | $47.6K | Hold |
2,292
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $47.3K | Buy |
2,292
+716
| +45% | +$14.8K | ﹤0.01% | 671 |
|
|
2022
Q4 | $28.5K | Hold |
1,576
| – | – | ﹤0.01% | 777 |
|
|
2022
Q3 | $25K | Buy |
1,576
+96
| +6% | +$1.52K | ﹤0.01% | 779 |
|
|
2022
Q2 | $20K | Buy |
1,480
+960
| +185% | +$13K | ﹤0.01% | 815 |
|
|
2022
Q1 | $9K | Buy |
+520
| New | +$9K | ﹤0.01% | 946 |
|