GLLW
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Graves Light Lenhart Wealth’s Interactive Brokers IBKR Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$30.1K 0.02% 280
2020
Q4 		$54K Buy
+3,568
New +$47.3K 0.01% 360

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BlackRock
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Select Equity Group
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Marshall Wace
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OAG
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BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return