Bellevue Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37,600
| Closed | -$573K | – | 227 |
|
|
2020
Q4 | $573K | Hold |
37,600
| – | – | 0.01% | 168 |
|
|
2020
Q3 | $454K | Hold |
37,600
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $393K | Hold |
37,600
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $406K | Hold |
37,600
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $438K | Hold |
37,600
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $506K | Buy |
37,600
+14,572
| +63% | +$196K | 0.01% | 156 |
|
|
2019
Q2 | $312K | Buy |
+23,028
| New | +$312K | 0.01% | 189 |
|