Creative Planning’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
Q2 | $2.26M | Buy |
|
|||||
|
2025
Q1 | $1.67M | Buy |
|
|||||
|
2024
Q4 | $1.76M | Buy |
|
|||||
|
2024
Q3 | $1.14M | Buy |
|
|||||
|
2024
Q2 | $952K | Buy |
|
|||||
|
2024
Q1 | $773K | Buy |
|
|||||
|
2023
Q4 | $492K | Sell |
|
|||||
|
2023
Q3 | $868K | Buy |
|
|||||
|
2023
Q2 | $771K | Buy |
|
|||||
|
2023
Q1 | $535K | Buy |
|
|||||
|
2022
Q4 | $405K | Buy |
|
|||||
|
2022
Q3 | $358K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $254K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $181K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $207K | Sell |
|
|||||
|
2017
Q4 | $206K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $94K | Buy |
|
|||||
|
2017
Q1 | $83K | Buy |
|
|||||
|
2016
Q4 | $82K | Sell |
|
|||||
|
2016
Q3 | $127K | Buy |
|
|||||
|
2016
Q2 | $62K | Sell |
|
|||||
|
2016
Q1 | $86K | Buy |
|
|||||
|
2015
Q4 | $86K | Buy |
|
|||||
|
2015
Q3 | $68K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $71K | Sell |
|
|||||
|
2014
Q4 | $62K | Buy |
|
|||||
|
2014
Q3 | $36K | Hold |
|
|||||
|
2014
Q2 | $34K | Hold |
|
|||||
|
2014
Q1 | $31K | Hold |
|
|||||
|
2013
Q4 | $35K | Sell |
|
|||||
|
2013
Q3 | $48K | Buy |
|