CWA Asset Management Group’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
$5.1M Sell
2025
Q1
$3.98M Sell
2024
Q4
$4.69M Sell
2024
Q3
$3.93M Buy
2024
Q1
$3.26M Buy
2023
Q1
Sell
2022
Q4
$260K Buy