Advisor Partners II’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$335K Buy
15,500
+424
+3% +$9.18K 0.01% 893
2023
Q2
$313K Buy
15,076
+908
+6% +$18.9K 0.01% 772
2023
Q1
$292K Buy
14,168
+984
+7% +$20.3K 0.02% 750
2022
Q4
$238K Buy
+13,184
New +$238K 0.01% 776