Wilmington Savings Fund Society’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
$47K Sell
849
-415
-33% -$23K ﹤0.01% 1249
2025
Q1
$52.3K Sell
1,264
-84
-6% -$3.48K ﹤0.01% 1191
2024
Q4
$59.5K Buy
1,348
+684
+103% +$30.2K ﹤0.01% 1189
2024
Q3
$23.1K Buy
+664
New +$23.1K ﹤0.01% 1434