Concurrent Investment Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
14,668
-10,276
| -41% | -$569K | 0.02% | 660 |
|
|
2025
Q1 | $1.03M | Buy |
24,944
+16,200
| +185% | +$671K | 0.03% | 536 |
|
|
2024
Q4 | $386K | Sell |
8,744
-584
| -6% | -$25.8K | 0.01% | 739 |
|
|
2024
Q3 | $325K | Sell |
9,328
-472
| -5% | -$16.4K | 0.01% | 747 |
|
|
2024
Q2 | $300K | Sell |
9,800
-19,368
| -66% | -$594K | 0.01% | 728 |
|
|
2024
Q1 | $814K | Buy |
29,168
+564
| +2% | +$15.7K | 0.03% | 417 |
|
|
2023
Q4 | $593K | Buy |
+28,604
| New | +$593K | 0.03% | 459 |
|