Capital Asset Advisory Services’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
Q3 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
|