Cambridge Investment Research Advisors’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 | $887K | Buy |
16,013
+3,477
| +28% | +$193K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $519K | Buy |
12,536
+248
| +2% | +$10.3K | ﹤0.01% | 2403 |
|
|
2024
Q4 | $543K | Sell |
12,288
-9,120
| -43% | -$403K | ﹤0.01% | 2361 |
|
|
2024
Q3 | $746K | Buy |
21,408
+7,916
| +59% | +$276K | ﹤0.01% | 2087 |
|
|
2024
Q2 | $414K | Buy |
13,492
+4,188
| +45% | +$129K | ﹤0.01% | 2447 |
|
|
2024
Q1 | $260K | Buy |
+9,304
| New | +$260K | ﹤0.01% | 2816 |
|
|
2023
Q4 | – | Sell |
-11,868
| Closed | -$257K | – | 3243 |
|
|
2023
Q3 | $257K | Buy |
+11,868
| New | +$257K | ﹤0.01% | 2616 |
|