Financial Gravity Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-92
| Closed | -$2.62K | – | 1959 |
|
|
2024
Q1 | $2.62K | Buy |
+92
| New | +$2.62K | ﹤0.01% | 1020 |
|
|
2023
Q3 | – | Sell |
-332
| Closed | -$3.14K | – | 1487 |
|
|
2023
Q2 | $3.14K | Buy |
+332
| New | +$3.14K | 0.01% | 556 |
|
|
2018
Q3 | – | Sell |
-80
| Closed | -$1K | – | 1502 |
|
|
2018
Q2 | $1K | Sell |
80
-15,000
| -99% | -$188K | ﹤0.01% | 1181 |
|
|
2018
Q1 | $277K | Buy |
+15,080
| New | +$277K | 0.28% | 60 |
|