HAG
HighPoint Advisor Group’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
12,950
+9,465
| +272% | +$524K | 0.04% | 310 |
|
|
2025
Q1 | $599K | Sell |
3,485
-103
| -3% | -$17.7K | 0.03% | 321 |
|
|
2024
Q4 | $795K | Buy |
3,588
+803
| +29% | +$178K | 0.04% | 278 |
|
|
2024
Q3 | $428K | Sell |
2,785
-1,607
| -37% | -$247K | 0.03% | 387 |
|
|
2024
Q2 | $522K | Buy |
4,392
+120
| +3% | +$14.3K | 0.03% | 340 |
|
|
2024
Q1 | $514K | Buy |
4,272
+115
| +3% | +$13.8K | 0.04% | 341 |
|
|
2023
Q4 | $454K | Buy |
+4,157
| New | +$454K | 0.03% | 374 |
|
|
2016
Q1 | – | Sell |
-12,070
| Closed | -$400K | – | 233 |
|
|
2015
Q4 | $400K | Buy |
12,070
+6,524
| +118% | +$216K | 0.26% | 113 |
|
|
2015
Q3 | $219K | Buy |
+5,546
| New | +$219K | 0.24% | 123 |
|