Berman Capital Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $11K | Buy |
740
+536
| +263% | +$7.97K | ﹤0.01% | 1150 |
|
|
2021
Q2 | $3K | Hold |
204
| – | – | ﹤0.01% | 1493 |
|
|
2021
Q1 | $3K | Sell |
204
-304
| -60% | -$4.47K | ﹤0.01% | 1420 |
|
|
2020
Q4 | $7K | Buy |
508
+304
| +149% | +$4.19K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $2K | Hold |
204
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q2 | $1K | Sell |
204
-52
| -20% | -$255 | ﹤0.01% | 1432 |
|
|
2020
Q1 | $2K | Buy |
256
+20
| +8% | +$156 | ﹤0.01% | 1136 |
|
|
2019
Q4 | $2K | Hold |
236
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q3 | $3K | Hold |
236
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q2 | $3K | Hold |
236
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q1 | $3K | Sell |
236
-20
| -8% | -$254 | ﹤0.01% | 1003 |
|
|
2018
Q4 | $3K | Buy |
+256
| New | +$3K | ﹤0.01% | 803 |
|