Glassman Wealth Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$166 | – | 946 |
|
|
2023
Q4 | $166 | Hold |
8
| – | – | ﹤0.01% | 1917 |
|
|
2023
Q3 | $173 | Hold |
8
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q2 | $166 | Hold |
8
| – | – | ﹤0.01% | 1845 |
|
|
2023
Q1 | $165 | Hold |
8
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q4 | $145 | Buy |
+8
| New | +$145 | ﹤0.01% | 1843 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | – | – | 1822 |
|
|
2022
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1775 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 1367 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1321 |
|