Howe & Rusling’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
$265K Buy
2021
Q4
Sell
2021
Q3
$1K Buy
2019
Q2
Sell
2019
Q1
$6K Sell
2018
Q4
$2.61M Sell
2018
Q3
$6.13M Buy