HighPoint Advisor Group’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
$718K Sell
2025
Q1
$599K Sell
2024
Q4
$795K Buy
2024
Q3
$428K Sell
2024
Q2
$522K Buy
2024
Q1
$514K Buy
2023
Q4
$454K Buy
2016
Q1
Sell
2015
Q4
$400K Buy
2015
Q3
$219K Buy