Avantax Advisory Services’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 | $1.12M | Sell |
20,253
-4,407
| -18% | -$244K | 0.01% | 1095 |
|
|
2025
Q1 | $1.02M | Buy |
24,660
+2,336
| +10% | +$96.7K | 0.01% | 1082 |
|
|
2024
Q4 | $986K | Sell |
22,324
-444
| -2% | -$19.6K | 0.01% | 1047 |
|
|
2024
Q3 | $793K | Buy |
22,768
+1,584
| +7% | +$55.2K | 0.01% | 1147 |
|
|
2024
Q2 | $649K | Buy |
21,184
+12,724
| +150% | +$390K | ﹤0.01% | 1204 |
|
|
2024
Q1 | $236K | Buy |
+8,460
| New | +$236K | ﹤0.01% | 1443 |
|