EA
Everpar Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
15,588
+10,891
| +232% | +$603K | 0.39% | 47 |
|
|
2025
Q1 | $778K | Sell |
4,697
-598
| -11% | -$99K | 0.41% | 50 |
|
|
2024
Q4 | $935K | Buy |
5,295
+192
| +4% | +$33.9K | 0.47% | 41 |
|
|
2024
Q3 | $711K | Sell |
5,103
-224
| -4% | -$31.2K | 0.37% | 65 |
|
|
2024
Q2 | $653K | Buy |
5,327
+636
| +14% | +$78K | 0.33% | 79 |
|
|
2024
Q1 | $524K | Sell |
4,691
-1,919
| -29% | -$214K | 0.32% | 94 |
|
|
2023
Q4 | $548K | Buy |
+6,610
| New | +$548K | 0.26% | 141 |
|