Financial Architects (New Jersey)’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-208
| Closed | -$2K | – | 1482 |
|
|
2016
Q4 | $2K | Hold |
208
| – | – | ﹤0.01% | 1257 |
|
|
2016
Q3 | $2K | Hold |
208
| – | – | ﹤0.01% | 1282 |
|
|
2016
Q2 | $2K | Hold |
208
| – | – | ﹤0.01% | 1267 |
|
|
2016
Q1 | $2K | Buy |
+208
| New | +$2K | ﹤0.01% | 1012 |
|
|
2015
Q3 | – | Sell |
-208
| Closed | -$2K | – | 514 |
|
|
2015
Q2 | $2K | Buy |
+208
| New | +$2K | ﹤0.01% | 1062 |
|