Advisors Asset Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
24,585
+3,461
| +16% | +$192K | 0.02% | 679 |
|
|
2025
Q1 | $874K | Buy |
21,124
+2,432
| +13% | +$101K | 0.02% | 787 |
|
|
2024
Q4 | $826K | Buy |
18,692
+3,716
| +25% | +$164K | 0.02% | 795 |
|
|
2024
Q3 | $522K | Buy |
14,976
+3,828
| +34% | +$133K | 0.01% | 918 |
|
|
2024
Q2 | $342K | Buy |
11,148
+4,268
| +62% | +$131K | 0.01% | 989 |
|
|
2024
Q1 | $192K | Buy |
6,880
+5,908
| +608% | +$165K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $20.1K | Buy |
+972
| New | +$20.1K | ﹤0.01% | 1354 |
|