Bruce G. Allen Investments’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 | $9.97K | Hold |
180
| – | – | 0.01% | 478 |
|
|
2025
Q1 | $7.45K | Hold |
180
| – | – | 0.01% | 501 |
|
|
2024
Q4 | $7.95K | Hold |
180
| – | – | 0.01% | 509 |
|
|
2024
Q3 | $6.27K | Hold |
180
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $5.52K | Sell |
180
-308
| -63% | -$9.44K | ﹤0.01% | 556 |
|
|
2024
Q1 | $13.6K | Sell |
488
-196
| -29% | -$5.47K | 0.01% | 424 |
|
|
2023
Q4 | $14.2K | Buy |
+684
| New | +$14.2K | 0.01% | 421 |
|