Evolution Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$25K | – | 373 |
|
|
2021
Q3 | $25K | Hold |
1,600
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $26K | Hold |
1,600
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $29K | Hold |
1,600
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $24K | Hold |
1,600
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $19K | Hold |
1,600
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $17K | Buy |
+1,600
| New | +$17K | 0.01% | 222 |
|