HM Payson & Co’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $61.4K | Buy |
1,484
+1,284
| +642% | +$53.2K | ﹤0.01% | 613 |
|
|
2024
Q4 | $8.83K | Hold |
200
| – | – | ﹤0.01% | 849 |
|
|
2024
Q3 | $6.97K | Buy |
+200
| New | +$6.97K | ﹤0.01% | 870 |
|
|
2023
Q3 | – | Sell |
-192
| Closed | -$3.99K | – | 1025 |
|
|
2023
Q2 | $3.99K | Buy |
+192
| New | +$3.99K | ﹤0.01% | 868 |
|
|
2022
Q4 | – | Sell |
-384
| Closed | -$6K | – | 966 |
|
|
2022
Q3 | $6K | Hold |
384
| – | – | ﹤0.01% | 836 |
|
|
2022
Q2 | $5K | Buy |
+384
| New | +$5K | ﹤0.01% | 888 |
|