Commonwealth Equity Services’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
Q3 | $7.8M | Buy |
|
|||||
|
2025
Q2 | $3.99M | Sell |
|
|||||
|
2025
Q1 | $3.4M | Buy |
|
|||||
|
2024
Q4 | $3M | Buy |
|
|||||
|
2024
Q3 | $2.23M | Buy |
|
|||||
|
2024
Q2 | $1.75M | Buy |
|
|||||
|
2024
Q1 | $1.54M | Sell |
|
|||||
|
2023
Q4 | $1.77M | Buy |
|
|||||
|
2023
Q3 | $552K | Buy |
|
|||||
|
2023
Q2 | $519K | Buy |
|
|||||
|
2023
Q1 | $356 | Sell |
|
|||||
|
2022
Q4 | $392K | Buy |
|
|||||
|
2022
Q3 | $209K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $216K | Buy |
|
|||||
|
2021
Q4 | $221K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $244K | Sell |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $439K | Buy |
|
|||||
|
2017
Q4 | $327K | Buy |
|