B. Riley Wealth Advisors’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 | $874K | Buy |
+15,780
| New | +$874K | 0.04% | 375 |
|
|
2024
Q4 | $528K | Sell |
11,956
-4,528
| -27% | -$200K | 0.02% | 678 |
|
|
2024
Q3 | $580K | Sell |
16,484
-220
| -1% | -$7.74K | 0.02% | 690 |
|
|
2024
Q2 | $512K | Sell |
16,704
-5,744
| -26% | -$176K | 0.01% | 807 |
|
|
2024
Q1 | $486K | Buy |
22,448
+4,604
| +26% | +$99.6K | 0.01% | 806 |
|
|
2023
Q4 | $370K | Sell |
17,844
-4,604
| -21% | -$95.4K | 0.01% | 965 |
|
|
2023
Q3 | $486K | Buy |
22,448
+2,124
| +10% | +$46K | 0.01% | 806 |
|
|
2023
Q2 | $422K | Buy |
20,324
+1,992
| +11% | +$41.4K | 0.01% | 945 |
|
|
2023
Q1 | $378K | Buy |
18,332
+320
| +2% | +$6.6K | 0.01% | 938 |
|
|
2022
Q4 | $326K | Buy |
+18,012
| New | +$326K | 0.01% | 1000 |
|
|
2018
Q3 | – | Sell |
-20,004
| Closed | -$323K | – | 730 |
|
|
2018
Q2 | $323K | Buy |
+20,004
| New | +$323K | 0.04% | 437 |
|