Harbor Investment Advisory’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 | $22.2K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2025
Q1 | $16.6K | Sell |
400
-400
| -50% | -$16.6K | ﹤0.01% | 792 |
|
|
2024
Q4 | $35.3K | Buy |
800
+400
| +100% | +$17.7K | ﹤0.01% | 649 |
|
|
2024
Q3 | $13.9K | Hold |
400
| – | – | ﹤0.01% | 801 |
|
|
2024
Q2 | $12.3K | Sell |
400
-400
| -50% | -$12.3K | ﹤0.01% | 818 |
|
|
2024
Q1 | $22.3K | Buy |
800
+400
| +100% | +$11.2K | ﹤0.01% | 720 |
|
|
2023
Q4 | $8.29K | Hold |
400
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $8.66K | Sell |
400
-400
| -50% | -$8.66K | ﹤0.01% | 839 |
|
|
2023
Q2 | $16.6K | Hold |
800
| – | – | ﹤0.01% | 924 |
|
|
2023
Q1 | $16.5K | Hold |
800
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $14.5K | Buy |
+800
| New | +$14.5K | ﹤0.01% | 955 |
|