DWM
Darwin Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Buy |
813
+463
| +132% | +$25.7K | 0.02% | 215 |
|
|
2025
Q1 | $61.9K | Hold |
350
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $61.9K | Hold |
350
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $48.8K | Buy |
+350
| New | +$48.8K | 0.01% | 237 |
|
|
2024
Q1 | – | Sell |
-19,246
| Closed | -$1.6M | – | 143 |
|
|
2023
Q4 | $1.6M | Sell |
19,246
-1,258
| -6% | -$104K | 0.43% | 65 |
|
|
2023
Q3 | $1.77M | Buy |
+20,504
| New | +$1.77M | 0.48% | 62 |
|