Bay Harbor 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
Q3 | $141K | Sell |
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|
2025
Q2 | $136K | Buy |
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|
2025
Q1 | $98K | Sell |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $76.3K | Buy |
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|
2023
Q3 | $77.8K | Buy |
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|
2023
Q2 | $73.7K | Sell |
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|
2023
Q1 | $78.8K | Buy |
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|
2022
Q4 | $20K | Buy |
|