FourThought Financial’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $516K | Buy |
32,312
+5,548
| +21% | +$88.6K | 0.08% | 171 |
|
|
2022
Q2 | $368K | Buy |
26,764
+4,656
| +21% | +$64K | 0.05% | 226 |
|
|
2022
Q1 | $364K | Buy |
22,108
+700
| +3% | +$11.5K | 0.05% | 247 |
|
|
2021
Q4 | $425K | Sell |
21,408
-1,096
| -5% | -$21.8K | 0.05% | 225 |
|
|
2021
Q3 | $350K | Sell |
22,504
-1,108
| -5% | -$17.2K | 0.05% | 253 |
|
|
2021
Q2 | $388K | Sell |
23,612
-5,548
| -19% | -$91.2K | 0.05% | 248 |
|
|
2021
Q1 | $532K | Buy |
29,160
+1,596
| +6% | +$29.1K | 0.08% | 203 |
|
|
2020
Q4 | $419K | Buy |
+27,564
| New | +$419K | 0.07% | 227 |
|