Whittier Trust’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 | $106K | Buy |
1,920
+656
| +52% | +$36.3K | ﹤0.01% | 781 |
|
|
2025
Q1 | $52.3K | Hold |
1,264
| – | – | ﹤0.01% | 925 |
|
|
2024
Q4 | $55.8K | Buy |
1,264
+1,052
| +496% | +$46.5K | ﹤0.01% | 921 |
|
|
2024
Q3 | $7.39K | Buy |
+212
| New | +$7.39K | ﹤0.01% | 1322 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$6.49K | – | 1583 |
|
|
2023
Q3 | $6.49K | Buy |
+300
| New | +$6.49K | ﹤0.01% | 1330 |
|