Global Retirement Partners’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 | $761K | Buy |
+13,732
| New | +$761K | 0.02% | 583 |
|
|
2024
Q4 | $1.14M | Buy |
25,820
+22,964
| +804% | +$1.01M | 0.03% | 417 |
|
|
2024
Q3 | $99.5K | Sell |
2,856
-252
| -8% | -$8.78K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $95.3K | Buy |
+3,108
| New | +$95.3K | ﹤0.01% | 1227 |
|
|
2023
Q2 | – | Sell |
-76
| Closed | -$1.38K | – | 3216 |
|
|
2023
Q1 | $1.38K | Buy |
+76
| New | +$1.38K | ﹤0.01% | 2630 |
|