FineMark National Bank & Trust’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 |
-1,544
| Closed | -$14K | – | 656 |
|
|
2016
Q4 | $14K | Hold |
1,544
| – | – | ﹤0.01% | 890 |
|
|
2016
Q3 | $14K | Buy |
1,544
+424
| +38% | +$3.85K | ﹤0.01% | 871 |
|
|
2016
Q2 | $10K | Buy |
1,120
+20
| +2% | +$179 | ﹤0.01% | 949 |
|
|
2016
Q1 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 890 |
|
|
2015
Q4 | $12K | Hold |
1,100
| – | – | ﹤0.01% | 900 |
|
|
2015
Q3 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 953 |
|
|
2015
Q2 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 980 |
|
|
2015
Q1 | $9K | Buy |
+1,100
| New | +$9K | ﹤0.01% | 1019 |
|