Ethic Inc’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 | $2.21M | Buy |
40,912
+2,184
| +6% | +$118K | 0.04% | 408 |
|
|
2025
Q1 | $1.68M | Buy |
38,728
+4,024
| +12% | +$174K | 0.03% | 458 |
|
|
2024
Q4 | $1.53M | Buy |
34,704
+18,980
| +121% | +$838K | 0.03% | 484 |
|
|
2024
Q3 | $439K | Sell |
15,724
-6,532
| -29% | -$182K | 0.01% | 791 |
|
|
2024
Q2 | $683K | Buy |
22,256
+6,532
| +42% | +$200K | 0.02% | 678 |
|
|
2024
Q1 | $439K | Buy |
15,724
+4,380
| +39% | +$122K | 0.01% | 790 |
|
|
2023
Q4 | $235K | Buy |
+11,344
| New | +$235K | 0.01% | 946 |
|