Cetera Advisor Networks’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.51M | Buy |
89,728
+57,920
| +182% | +$1.62M | 0.01% | 924 |
|
|
2023
Q4 | $659K | Buy |
31,808
+2,424
| +8% | +$50.2K | ﹤0.01% | 1662 |
|
|
2023
Q3 | $636K | Buy |
29,384
+6,040
| +26% | +$131K | ﹤0.01% | 1604 |
|
|
2023
Q2 | $485K | Buy |
23,344
+3,044
| +15% | +$63.2K | ﹤0.01% | 1731 |
|
|
2023
Q1 | $419K | Buy |
20,300
+2,644
| +15% | +$54.6K | ﹤0.01% | 1825 |
|
|
2022
Q4 | $319K | Buy |
+17,656
| New | +$319K | ﹤0.01% | 1950 |
|
|
2020
Q3 | – | Sell |
-580
| Closed | -$6K | – | 2038 |
|
|
2020
Q2 | $6K | Buy |
+580
| New | +$6K | ﹤0.01% | 2916 |
|