FAM
Formidable Asset Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
13,284
+8,136
| +158% | +$451K | 0.12% | 159 |
|
|
2025
Q1 | $852K | Buy |
5,148
+379
| +8% | +$62.8K | 0.14% | 139 |
|
|
2024
Q4 | $843K | Sell |
4,769
-726
| -13% | -$128K | 0.14% | 141 |
|
|
2024
Q3 | $766K | Sell |
5,495
-176
| -3% | -$24.5K | 0.12% | 160 |
|
|
2024
Q2 | $695K | Sell |
5,671
-1,233
| -18% | -$151K | 0.11% | 179 |
|
|
2024
Q1 | $771K | Sell |
6,904
-2,354
| -25% | -$263K | 0.13% | 171 |
|
|
2023
Q4 | $767K | Sell |
9,258
-225
| -2% | -$18.7K | 0.16% | 121 |
|
|
2023
Q3 | $821K | Hold |
9,483
| – | – | 0.18% | 106 |
|
|
2023
Q2 | $788K | Buy |
+9,483
| New | +$788K | 0.17% | 117 |
|