Capstone Investment Advisors’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
Q2
$700K Buy
2025
Q1
Sell
2024
Q4
$466K Buy
2024
Q3
Sell
2024
Q2
$602K Buy
2021
Q3
Sell
2021
Q2
$4.68M Buy
2017
Q2
Sell
2017
Q1
$347K Sell
2016
Q4
$445K Buy