Dowling & Yahnke’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$535K Buy
2015
Q2
Sell
2015
Q1
$1.11M Sell
2014
Q4
$1.9M Hold
2014
Q3
$1.63M Hold
2014
Q2
$1.52M Buy
2014
Q1
$546K Hold
2013
Q4
$613K Hold
2013
Q3
$473K Hold
2013
Q2
$402K Buy