Covestor’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 | $109K | Buy |
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|
2025
Q2 | $84K | Buy |
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|
2025
Q1 | $62K | Sell |
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|
2024
Q4 | $66K | Buy |
|
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|
2024
Q3 | $29K | Buy |
|
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|
2024
Q2 | $26K | Hold |
|
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|
2024
Q1 | $23K | Hold |
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|
2023
Q4 | $17K | Hold |
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|
2023
Q3 | $18K | Hold |
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|
2023
Q2 | $17K | Sell |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $164K | Sell |
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|
2022
Q3 | $145K | Sell |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $180K | Buy |
|