D.A. Davidson & Co’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,608
| Closed | -$1.93M | – | 1429 |
|
|
2024
Q4 | $1.93M | Sell |
43,608
-1,552
| -3% | -$68.5K | 0.02% | 575 |
|
|
2024
Q3 | $1.57M | Sell |
45,160
-568
| -1% | -$19.8K | 0.01% | 626 |
|
|
2024
Q2 | $1.4M | Sell |
45,728
-3,120
| -6% | -$95.6K | 0.01% | 631 |
|
|
2024
Q1 | $1.36M | Sell |
48,848
-3,772
| -7% | -$105K | 0.01% | 634 |
|
|
2023
Q4 | $1.09M | Buy |
+52,620
| New | +$1.09M | 0.01% | 686 |
|