Avior Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-712
| Closed | -$31.5K | – | 1478 |
|
|
2024
Q4 | $31.5K | Buy |
712
+116
| +19% | +$5.14K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $20.8K | Buy |
596
+196
| +49% | +$6.83K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $12.3K | Sell |
400
-1,984
| -83% | -$60.8K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $66.6K | Buy |
+2,384
| New | +$66.6K | ﹤0.01% | 1123 |
|
|
2020
Q1 | – | Sell |
-2,880
| Closed | -$33K | – | 832 |
|
|
2019
Q4 | $33K | Hold |
2,880
| – | – | 0.01% | 490 |
|
|
2019
Q3 | $38K | Hold |
2,880
| – | – | 0.01% | 477 |
|
|
2019
Q2 | $39K | Buy |
+2,880
| New | +$39K | 0.01% | 467 |
|