Friedenthal Financial’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,552
| Closed | -$775K | – | 258 |
|
2024
Q4 | $775K | Buy |
+17,552
| New | +$775K | 0.45% | 56 |
|
2024
Q3 | – | Sell |
-25,012
| Closed | -$767K | – | 271 |
|
2024
Q2 | $767K | Sell |
25,012
-2,692
| -10% | -$82.5K | 0.48% | 57 |
|
2024
Q1 | $774K | Buy |
+27,704
| New | +$774K | 0.48% | 64 |
|
2023
Q4 | – | Sell |
-31,308
| Closed | -$678K | – | 250 |
|
2023
Q3 | $678K | Buy |
+31,308
| New | +$678K | 0.46% | 82 |
|
2023
Q1 | – | Sell |
-42,048
| Closed | -$761K | – | 126 |
|
2022
Q4 | $761K | Buy |
+42,048
| New | +$761K | 0.53% | 59 |
|