Capital Advisors Ltd’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 | $2K | Hold |
44
| – | – | ﹤0.01% | 1071 |
|
|
2025
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | $2K | Sell |
44
-4
| -8% | -$182 | ﹤0.01% | 1070 |
|
|
2024
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1210 |
|
|
2024
Q1 | $1K | Buy |
48
+20
| +71% | +$417 | ﹤0.01% | 1196 |
|
|
2023
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q1 | $1K | Sell |
28
-8
| -22% | -$286 | ﹤0.01% | 1046 |
|
|
2022
Q4 | $1K | Sell |
36
-56
| -61% | -$1.56K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $1K | Sell |
92
-4
| -4% | -$43 | ﹤0.01% | 1034 |
|
|
2022
Q2 | $1K | Buy |
96
+76
| +380% | +$792 | ﹤0.01% | 804 |
|
|
2022
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1042 |
|