Bell Investment 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
2026 Q1	$6.98K	Hold	104	–	–	﹤0.01%	824
2025 Q4	$6.69K	Hold	104	–	–	﹤0.01%	860
2025 Q3	$7.16K	Hold	104	–	–	﹤0.01%	763
2025 Q2	$5.76K	Buy	104 +20	+24%	+$949	﹤0.01%	922
2025 Q1	$3.48K	Hold	84	–	–	﹤0.01%	1083
2024 Q4	$3.71K	Buy	84 +20	+31%	+$842	﹤0.01%	1073
2024 Q3	$2.23K	Hold	64	–	–	﹤0.01%	1312
2024 Q2	$1.96K	Hold	64	–	–	﹤0.01%	1361
2024 Q1	$1.79K	Hold	64	–	–	﹤0.01%	1405
2023 Q4	$1.33K	Hold	64	–	–	﹤0.01%	1495
2023 Q3	$1.39K	Hold	64	–	–	﹤0.01%	1447
2023 Q2	$1.33K	Hold	64	–	–	﹤0.01%	1485
2023 Q1	$1.32K	Hold	64	–	–	﹤0.01%	1452
2022 Q4	$1.16K	Buy	64 +28	+78%	+$523	﹤0.01%	1515
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	1438
2022 Q2	$0	Buy	+36	New	+$535	﹤0.01%	1773