HBK Sorce Advisory’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $306K | Buy |
|
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|
2022
Q2 | $207K | Buy |
|
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|
2022
Q1 | $245K | Sell |
|
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|
2021
Q4 | $345K | Buy |
|
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $343K | Buy |
|
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $222K | Buy |
|