Advisornet Financial’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 | $17.6K | Buy |
317
+1
| +0.3% | +$55 | ﹤0.01% | 1297 |
|
|
2025
Q1 | $13.1K | Buy |
316
+80
| +34% | +$3.32K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $10.5K | Sell |
236
-192
| -45% | -$8.5K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $14.9K | Sell |
428
-84
| -16% | -$2.93K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $15.7K | Sell |
512
-116
| -18% | -$3.56K | ﹤0.01% | 1169 |
|
|
2024
Q1 | $17.5K | Buy |
628
+596
| +1,863% | +$16.6K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $663 | Buy |
+32
| New | +$663 | ﹤0.01% | 2017 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$1.25K | – | 2340 |
|
|
2023
Q2 | $1.25K | Sell |
60
-28
| -32% | -$581 | ﹤0.01% | 1831 |
|
|
2023
Q1 | $1.82K | Buy |
88
+4
| +5% | +$83 | ﹤0.01% | 1736 |
|
|
2022
Q4 | $1.52K | Buy |
84
+24
| +40% | +$434 | ﹤0.01% | 1725 |
|
|
2022
Q3 | $1K | Buy |
60
+20
| +50% | +$333 | ﹤0.01% | 1752 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1791 |
|
|
2022
Q1 | $1K | Buy |
40
+20
| +100% | +$500 | ﹤0.01% | 1879 |
|
|
2021
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2072 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$5K | – | 1733 |
|
|
2020
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 1462 |
|
|
2019
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 1383 |
|
|
2019
Q1 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 1319 |
|