Frontier Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-126,948
Closed -$1.48M 312
2019
Q4
$1.48M Sell
126,948
-36,128
-22% -$421K 0.24% 98
2019
Q3
$2.19M Buy
163,076
+40,428
+33% +$544K 0.32% 69
2019
Q2
$1.66M Buy
122,648
+34,000
+38% +$461K 0.25% 83
2019
Q1
$1.15M Buy
+88,648
New +$1.15M 0.16% 139