Eschler Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,444
| Closed | -$1.08M | – | 51 |
|
|
2024
Q4 | $1.08M | Buy |
24,444
+1,244
| +5% | +$54.9K | 2.54% | 10 |
|
|
2024
Q3 | $808K | Hold |
23,200
| – | – | 1.21% | 22 |
|
|
2024
Q2 | $711K | Sell |
23,200
-1,244
| -5% | -$38.1K | 0.56% | 28 |
|
|
2024
Q1 | $684K | Hold |
24,444
| – | – | 0.44% | 55 |
|
|
2023
Q4 | $507K | Buy |
+24,444
| New | +$507K | 0.4% | 43 |
|