Brinker Capital Investments’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
2025
Q1
$924K Buy
2024
Q4
$242K Buy
2019
Q3
Sell
2019
Q2
$6.23M Hold
2019
Q1
$5.97M Buy