WhitTier Trust Company’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.3K | Sell |
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|
2025
Q1 | $101K | Sell |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $96.7K | Sell |
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|
2024
Q2 | $86.3K | Buy |
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|
2024
Q1 | $36.4K | Hold |
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|
2023
Q4 | $27K | Sell |
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|
2023
Q3 | $39K | Sell |
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|
2023
Q2 | $47.6K | Hold |
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|
2023
Q1 | $47.3K | Buy |
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|
2022
Q4 | $28.5K | Hold |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $9K | Buy |
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