GHP Investment Advisors’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 | $139K | Sell |
2,501
-455
| -15% | -$25.2K | 0.01% | 408 |
|
|
2025
Q1 | $122K | Sell |
2,956
-184
| -6% | -$7.62K | 0.01% | 405 |
|
|
2024
Q4 | $139K | Hold |
3,140
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $109K | Hold |
3,140
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $96.2K | Sell |
3,140
-408
| -11% | -$12.5K | ﹤0.01% | 434 |
|
|
2024
Q1 | $99.1K | Hold |
3,548
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $73.5K | Hold |
3,548
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $75.5K | Hold |
3,548
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $81.3K | Buy |
+3,548
| New | +$81.3K | ﹤0.01% | 445 |
|