Aviso Financial’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 | $1.41M | Sell |
25,405
-487
| -2% | -$27K | 0.06% | 126 |
|
|
2025
Q1 | $1.07M | Sell |
25,892
-7,360
| -22% | -$305K | 0.05% | 141 |
|
|
2024
Q4 | $1.47M | Sell |
33,252
-8,448
| -20% | -$373K | 0.07% | 117 |
|
|
2024
Q3 | $1.45M | Sell |
41,700
-1,780
| -4% | -$62K | 0.07% | 116 |
|
|
2024
Q2 | $1.33M | Buy |
+43,480
| New | +$1.33M | 0.07% | 110 |
|