EWM
IBKR icon

Empirical Wealth Management’s Interactive Brokers IBKR Stock Holding History

Empirical Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
+5,632
New +$312K 0.01% 522
2025
Q1 		– Sell
-1,382
Closed -$244K – 673
2024
Q4 		$244K Buy
+1,382
New +$244K 0.01% 541