B. Riley Wealth Advisors’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
Q3 | $986K | Sell |
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|
2025
Q2 | $874K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $326K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $323K | Buy |
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