Boyar Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+4,884
| New | +$271K | 0.18% | 69 |
|
|
2025
Q1 | – | Sell |
-12,788
| Closed | -$565K | – | 79 |
|
|
2024
Q4 | $565K | Buy |
12,788
+84
| +0.7% | +$3.71K | 0.37% | 50 |
|
|
2024
Q3 | $443K | Buy |
12,704
+72
| +0.6% | +$2.51K | 0.29% | 58 |
|
|
2024
Q2 | $387K | Hold |
12,632
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $353K | Buy |
+12,632
| New | +$353K | 0.23% | 61 |
|