CIBC Private Wealth Group’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 | $215K | Buy |
3,888
+4
| +0.1% | +$222 | ﹤0.01% | 1101 |
|
|
2025
Q1 | $143K | Sell |
3,884
-460
| -11% | -$16.9K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $207K | Sell |
4,344
-1,176
| -21% | -$56.1K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $192K | Buy |
5,520
+3,432
| +164% | +$120K | ﹤0.01% | 1207 |
|
|
2024
Q2 | $64.5K | Buy |
2,088
+80
| +4% | +$2.47K | ﹤0.01% | 1576 |
|
|
2024
Q1 | $56.2K | Buy |
+2,008
| New | +$56.2K | ﹤0.01% | 1626 |
|