Farther Finance 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
Q3 | $637K | Buy |
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|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $183K | Buy |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $25.4K | Buy |
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|
2024
Q1 | $14.2K | Hold |
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|
2023
Q4 | $10.5K | Buy |
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|
2023
Q3 | $260 | Hold |
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|
2023
Q2 | $249 | Hold |
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|
2023
Q1 | $248 | Hold |
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|
2022
Q4 | $217 | Buy |
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