Crewe Advisors’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 | $565K | Hold |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $144K | Buy |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $167K | Hold |
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|
2021
Q1 | $186K | Hold |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $106K | Buy |
|