Boston Financial Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $9.44M | Buy |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $8.57M | Sell |
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|
2020
Q3 | $6.88M | Sell |
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|
2020
Q2 | $6.51M | Sell |
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|
2020
Q1 | $6.82M | Buy |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $8.91M | Buy |
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|
2019
Q2 | $8.95M | Buy |
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|
2019
Q1 | $8.26M | Buy |
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|
2018
Q4 | $8.48M | Buy |
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|
2018
Q3 | $7.97M | Buy |
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