Hennion & Walsh Asset Management’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
Q2 | – | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $602K | Sell |
|
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $979K | Sell |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $228K | Buy |
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