Benjamin Edwards Inc’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
12,181
+573
| +5% | +$31.8K | 0.01% | 752 |
|
|
2025
Q1 | $481K | Buy |
11,608
+40
| +0.3% | +$1.66K | 0.01% | 796 |
|
|
2024
Q4 | $512K | Sell |
11,568
-156
| -1% | -$6.9K | 0.01% | 815 |
|
|
2024
Q3 | $409K | Buy |
11,724
+9,728
| +487% | +$339K | 0.01% | 864 |
|
|
2024
Q2 | $61K | Buy |
1,996
+184
| +10% | +$5.62K | 0.01% | 477 |
|
|
2024
Q1 | $51K | Buy |
1,812
+44
| +2% | +$1.24K | 0.01% | 479 |
|
|
2023
Q4 | $37K | Buy |
1,768
+112
| +7% | +$2.34K | 0.01% | 496 |
|
|
2023
Q3 | $36K | Sell |
1,656
-528
| -24% | -$11.5K | 0.01% | 483 |
|
|
2023
Q2 | $45K | Sell |
2,184
-1,332
| -38% | -$27.4K | 0.01% | 472 |
|
|
2023
Q1 | $73K | Buy |
3,516
+1,736
| +98% | +$36K | 0.02% | 412 |
|
|
2022
Q4 | $32K | Buy |
1,780
+56
| +3% | +$1.01K | 0.01% | 450 |
|
|
2022
Q3 | $28K | Buy |
1,724
+332
| +24% | +$5.39K | 0.01% | 475 |
|
|
2022
Q2 | $19K | Hold |
1,392
| – | – | 0.01% | 523 |
|
|
2022
Q1 | $23K | Buy |
1,392
+72
| +5% | +$1.19K | 0.01% | 538 |
|
|
2021
Q4 | $26K | Buy |
1,320
+84
| +7% | +$1.66K | 0.01% | 490 |
|
|
2021
Q3 | $19K | Hold |
1,236
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $20K | Buy |
+1,236
| New | +$20K | 0.01% | 331 |
|