Farther Finance Advisors’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 | $409K | Buy |
7,378
+4,906
| +198% | +$272K | 0.01% | 996 |
|
|
2025
Q1 | $107K | Sell |
2,472
-1,664
| -40% | -$72K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $183K | Buy |
4,136
+896
| +28% | +$39.6K | 0.01% | 1027 |
|
|
2024
Q3 | $113K | Buy |
3,240
+2,440
| +305% | +$85K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $25.4K | Buy |
800
+292
| +57% | +$9.25K | ﹤0.01% | 1703 |
|
|
2024
Q1 | $14.2K | Hold |
508
| – | – | ﹤0.01% | 1615 |
|
|
2023
Q4 | $10.5K | Buy |
508
+496
| +4,133% | +$10.3K | ﹤0.01% | 1583 |
|
|
2023
Q3 | $260 | Hold |
12
| – | – | ﹤0.01% | 2415 |
|
|
2023
Q2 | $249 | Hold |
12
| – | – | ﹤0.01% | 2321 |
|
|
2023
Q1 | $248 | Hold |
12
| – | – | ﹤0.01% | 2165 |
|
|
2022
Q4 | $217 | Buy |
+12
| New | +$217 | ﹤0.01% | 2028 |
|