Axxcess Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $586K | Buy |
|