Arkadios Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
50,700
+26,176
| +107% | +$1.45M | 0.08% | 260 |
|
|
2025
Q1 | $1.02M | Sell |
24,524
-152
| -0.6% | -$6.29K | 0.04% | 453 |
|
|
2024
Q4 | $1.09M | Sell |
24,676
-456
| -2% | -$20.1K | 0.06% | 310 |
|
|
2024
Q3 | $876K | Buy |
25,132
+960
| +4% | +$33.4K | 0.05% | 355 |
|
|
2024
Q2 | $741K | Buy |
24,172
+72
| +0.3% | +$2.21K | 0.05% | 351 |
|
|
2024
Q1 | $673K | Hold |
24,100
| – | – | 0.05% | 320 |
|
|
2023
Q4 | $499K | Hold |
24,100
| – | – | 0.04% | 367 |
|
|
2023
Q3 | $522K | Hold |
24,100
| – | – | 0.05% | 325 |
|
|
2023
Q2 | $500K | Sell |
24,100
-696
| -3% | -$14.5K | 0.06% | 307 |
|
|
2023
Q1 | $512K | Buy |
+24,796
| New | +$512K | 0.06% | 298 |
|