D. Scott Neal’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$34K | – | 110 |
|
|
2018
Q1 | $34K | Hold |
2,000
| – | – | 0.02% | 90 |
|
|
2017
Q4 | $30K | Hold |
2,000
| – | – | 0.02% | 98 |
|
|
2017
Q3 | $23K | Hold |
2,000
| – | – | 0.01% | 113 |
|
|
2017
Q2 | $19K | Sell |
2,000
-2,000
| -50% | -$19K | 0.01% | 126 |
|
|
2017
Q1 | $35K | Hold |
4,000
| – | – | 0.02% | 92 |
|
|
2016
Q4 | $37K | Hold |
4,000
| – | – | 0.03% | 85 |
|
|
2016
Q3 | $35K | Hold |
4,000
| – | – | 0.03% | 79 |
|
|
2016
Q2 | $35K | Buy |
+4,000
| New | +$35K | 0.03% | 74 |
|