Aperio Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $975K | Sell |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $687K | Sell |
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|
2020
Q1 | $814K | Buy |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $694K | Sell |
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|
2019
Q2 | $846K | Sell |
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|
2019
Q1 | $818K | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $937K | Buy |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $937K | Buy |
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|
2017
Q3 | $629K | Buy |
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|
2017
Q2 | $461K | Buy |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $425K | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $444K | Sell |
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|
2016
Q1 | $507K | Buy |
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|
2015
Q4 | $358K | Buy |
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|
2015
Q3 | $269K | Buy |
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|
2015
Q2 | $271K | Sell |
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|
2015
Q1 | $225K | Buy |
|