Graves Light Lenhart Wealth’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,236
| Closed | -$86K | – | 653 |
|
|
2022
Q1 | $86K | Hold |
5,236
| – | – | 0.01% | 285 |
|
|
2021
Q4 | $104K | Hold |
5,236
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $82K | Hold |
5,236
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $86K | Hold |
5,236
| – | – | 0.01% | 304 |
|
|
2021
Q1 | $96K | Buy |
5,236
+1,668
| +47% | +$30.6K | 0.02% | 280 |
|
|
2020
Q4 | $54K | Buy |
+3,568
| New | +$54K | 0.01% | 360 |
|