Abound Wealth Management’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 | – | Sell |
-112
| Closed | -$4.64K | – | 1320 |
|
|
2025
Q1 | $4.64K | Hold |
112
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $4.95K | Hold |
112
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $3.9K | Hold |
112
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $3.43K | Sell |
112
-20
| -15% | -$613 | ﹤0.01% | 569 |
|
|
2024
Q1 | $3.69K | Buy |
132
+112
| +560% | +$3.13K | ﹤0.01% | 587 |
|
|
2023
Q4 | $416 | Hold |
20
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q3 | $434 | Hold |
20
| – | – | ﹤0.01% | 852 |
|
|
2023
Q2 | $416 | Buy |
+20
| New | +$416 | ﹤0.01% | 917 |
|