Capstone Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $490K | Sell |
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|
2017
Q1 | $490K | Sell |
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|
2016
Q4 | $585K | Sell |
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|
2016
Q3 | $707K | Buy |
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|
2016
Q2 | $634K | Sell |
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|
2016
Q1 | $724K | Sell |
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|
2015
Q4 | $860K | Sell |
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|
2015
Q3 | $784K | Buy |
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|
2015
Q2 | $791K | Sell |
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|
2015
Q1 | $861K | Buy |
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|
2014
Q4 | $657K | Sell |
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|
2014
Q3 | $569K | Sell |
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|
2014
Q2 | $532K | Buy |
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|
2014
Q1 | $419K | Sell |
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|
2013
Q4 | $483K | Sell |
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|
2013
Q3 | $421K | Buy |
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|
2013
Q2 | $349K | Buy |
|