BCI
Brinker Capital Investments’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
35,564
+29,982
| +537% | +$1.66M | 0.02% | 794 |
|
|
2025
Q1 | $924K | Buy |
5,582
+4,214
| +308% | +$698K | 0.01% | 1128 |
|
|
2024
Q4 | $242K | Buy |
+1,368
| New | +$242K | ﹤0.01% | 1667 |
|
|
2019
Q3 | – | Sell |
-115,000
| Closed | -$6.23M | – | 851 |
|
|
2019
Q2 | $6.23M | Hold |
115,000
| – | – | 0.2% | 115 |
|
|
2019
Q1 | $5.97M | Buy |
+115,000
| New | +$5.97M | 0.19% | 115 |
|