180 Wealth Advisors’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 | $442K | Buy |
7,968
+4
| +0.1% | +$222 | 0.06% | 265 |
|
|
2025
Q1 | $330K | Buy |
7,964
+148
| +2% | +$6.13K | 0.05% | 300 |
|
|
2024
Q4 | $345K | Sell |
7,816
-160
| -2% | -$7.07K | 0.05% | 294 |
|
|
2024
Q3 | $278K | Sell |
7,976
-52
| -0.6% | -$1.81K | 0.04% | 347 |
|
|
2024
Q2 | $243K | Sell |
8,028
-8
| -0.1% | -$242 | 0.04% | 360 |
|
|
2024
Q1 | $224K | Buy |
+8,036
| New | +$224K | 0.04% | 349 |
|