Capital Analysts LLC’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 | $26K | Hold |
464
| – | – | ﹤0.01% | 947 |
|
|
2025
Q1 | $19K | Hold |
464
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $20K | Hold |
464
| – | – | ﹤0.01% | 940 |
|
|
2024
Q3 | $16K | Buy |
+464
| New | +$16K | ﹤0.01% | 939 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$1K | – | 1160 |
|
|
2023
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1107 |
|