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D. Scott Neal’s Interactive Brokers IBKR Stock Holding History

D. Scott Neal’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$17.8K 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 +$38.1K 0.03% 74

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CCM
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AVC
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AA
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