Algert Global’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $5.68M | Sell |
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|
2022
Q4 | $6.52M | Buy |
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|
2022
Q3 | $4.86M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $975K | Buy |
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