EverSource Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $316K | Buy |
|