GHP Investment Advisors’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
$139K Sell
2025
Q1
$122K Sell
2024
Q4
$139K Hold
2024
Q3
$109K Hold
2024
Q2
$96.2K Sell
2024
Q1
$99.1K Hold
2023
Q4
$73.5K Hold
2023
Q3
$75.5K Hold
2023
Q2
$81.3K Buy