Bell Investment 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 | $5.76K | Buy |
104
+20
| +24% | +$1.11K | ﹤0.01% | 922 |
|
|
2025
Q1 | $3.48K | Hold |
84
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q4 | $3.71K | Buy |
84
+20
| +31% | +$884 | ﹤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% | +$507 | ﹤0.01% | 1515 |
|
|
2022
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q2 | $0 | Buy |
+36
| New | – | ﹤0.01% | 1773 |
|