Cerity Partners’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 | $318K | Buy |
+5,738
| New | +$318K | ﹤0.01% | 2125 |
|
|
2025
Q1 | – | Sell |
-7,504
| Closed | -$275K | – | 2530 |
|
|
2024
Q4 | $275K | Sell |
7,504
-4,700
| -39% | -$172K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $425K | Buy |
12,204
+4,584
| +60% | +$160K | ﹤0.01% | 1862 |
|
|
2024
Q2 | $234K | Sell |
7,620
-1,680
| -18% | -$51.5K | ﹤0.01% | 1950 |
|
|
2024
Q1 | $260K | Buy |
+9,300
| New | +$260K | ﹤0.01% | 1951 |
|