Benjamin Edwards Inc’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 | $787K | Sell |
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|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $512K | Sell |
|
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|
2024
Q3 | $409K | Buy |
|
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|
2024
Q2 | $61K | Buy |
|
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|
2024
Q1 | $51K | Buy |
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|
2023
Q4 | $37K | Buy |
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|
2023
Q3 | $36K | Sell |
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|
2023
Q2 | $45K | Sell |
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|
2023
Q1 | $73K | Buy |
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|
2022
Q4 | $32K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $20K | Buy |
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