Empowered Funds’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Sell |
137,469
-19,055
| -12% | -$1.06M | 0.09% | 302 |
|
|
2025
Q1 | $6.48M | Buy |
156,524
+4,624
| +3% | +$191K | 0.09% | 304 |
|
|
2024
Q4 | $6.71M | Buy |
151,900
+145,764
| +2,376% | +$6.44M | 0.1% | 286 |
|
|
2024
Q3 | $214K | Sell |
6,136
-143,696
| -96% | -$5.01M | ﹤0.01% | 1314 |
|
|
2024
Q2 | $4.59M | Buy |
+149,832
| New | +$4.59M | 0.08% | 341 |
|
|
2023
Q4 | – | Sell |
-31,160
| Closed | -$674K | – | 1285 |
|
|
2023
Q3 | $674K | Buy |
+31,160
| New | +$674K | 0.02% | 807 |
|
|
2018
Q3 | – | Sell |
-83,712
| Closed | -$1.36M | – | 110 |
|
|
2018
Q2 | $1.36M | Buy |
83,712
+13,004
| +18% | +$211K | 0.43% | 86 |
|
|
2018
Q1 | $1.16M | Buy |
+70,708
| New | +$1.16M | 0.42% | 69 |
|