Freedom Investment Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2025
Q1
$401K Sell
2024
Q4
$491K Sell
2024
Q3
$409K Buy
2024
Q2
$356K Sell
2024
Q1
$407K Sell
2023
Q4
$430K Sell
2023
Q3
$587K Buy
2023
Q2
$456K Buy
2018
Q2
Sell
2018
Q1
$2.63M Buy