Wintrust Investments’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $44K | Sell |
1,000
-1,428
| -59% | -$62.8K | 0.04% | 273 |
|
|
2024
Q3 | $84K | Sell |
2,428
-22,472
| -90% | -$777K | 0.06% | 234 |
|
|
2024
Q2 | $763K | Sell |
24,900
-2,640
| -10% | -$80.9K | 0.06% | 230 |
|
|
2024
Q1 | $769K | Sell |
27,540
-10,600
| -28% | -$296K | 0.07% | 224 |
|
|
2023
Q4 | $790K | Buy |
+38,140
| New | +$790K | 0.08% | 208 |
|