Clarus Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,244
| Closed | -$17K | – | 326 |
|
|
2019
Q2 | $17K | Hold |
1,244
| – | – | 0.01% | 384 |
|
|
2019
Q1 | $16K | Buy |
1,244
+4
| +0.3% | +$51 | 0.01% | 457 |
|
|
2018
Q4 | $17K | Buy |
1,240
+4
| +0.3% | +$55 | 0.03% | 427 |
|
|
2018
Q3 | $17K | Sell |
1,236
-856
| -41% | -$11.8K | 0.01% | 461 |
|
|
2018
Q2 | $35K | Buy |
+2,092
| New | +$35K | 0.03% | 339 |
|