DBIA
Dumont & Blake Investment Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
32,636
+24,609
| +307% | +$1.36M | 0.47% | 61 |
|
|
2025
Q1 | $1.33M | Sell |
8,027
-1,471
| -15% | -$244K | 0.37% | 72 |
|
|
2024
Q4 | $1.68M | Sell |
9,498
-76
| -0.8% | -$13.4K | 0.45% | 63 |
|
|
2024
Q3 | $1.33M | Sell |
9,574
-9,464
| -50% | -$1.32M | 0.36% | 75 |
|
|
2024
Q2 | $2.33M | Buy |
+19,038
| New | +$2.33M | 0.33% | 77 |
|