Edmond de Rothschild Holding’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $196K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $132K | Hold |
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|
2021
Q3 | $104K | Hold |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $121K | Buy |
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