Howe & Rusling’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+4,776
| New | +$265K | 0.02% | 249 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1028 |
|
|
2021
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 921 |
|
|
2019
Q2 | – | Sell |
-440
| Closed | -$6K | – | 848 |
|
|
2019
Q1 | $6K | Sell |
440
-190,840
| -100% | -$2.6M | ﹤0.01% | 510 |
|
|
2018
Q4 | $2.61M | Sell |
191,280
-252,140
| -57% | -$3.44M | 0.55% | 53 |
|
|
2018
Q3 | $6.13M | Buy |
+443,420
| New | +$6.13M | 1.02% | 39 |
|