Freedom Investment Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
6,946
-2,746
| -28% | -$152K | 0.03% | 519 |
|
|
2025
Q1 | $401K | Sell |
9,692
-1,420
| -13% | -$58.8K | 0.03% | 489 |
|
|
2024
Q4 | $491K | Sell |
11,112
-612
| -5% | -$27K | 0.04% | 436 |
|
|
2024
Q3 | $409K | Buy |
11,724
+108
| +0.9% | +$3.76K | 0.03% | 496 |
|
|
2024
Q2 | $356K | Sell |
11,616
-2,972
| -20% | -$91.1K | 0.03% | 524 |
|
|
2024
Q1 | $407K | Sell |
14,588
-6,176
| -30% | -$172K | 0.03% | 497 |
|
|
2023
Q4 | $430K | Sell |
20,764
-6,344
| -23% | -$131K | 0.04% | 472 |
|
|
2023
Q3 | $587K | Buy |
27,108
+5,128
| +23% | +$111K | 0.07% | 327 |
|
|
2023
Q2 | $456K | Buy |
+21,980
| New | +$456K | 0.05% | 421 |
|
|
2018
Q2 | – | Sell |
-156,348
| Closed | -$2.63M | – | 1026 |
|
|
2018
Q1 | $2.63M | Buy |
+156,348
| New | +$2.63M | 0.13% | 117 |
|