IHT Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
6,131
-349
| -5% | -$19.3K | 0.01% | 830 |
|
|
2025
Q1 | $268K | Buy |
6,480
+712
| +12% | +$29.5K | 0.01% | 908 |
|
|
2024
Q4 | $255K | Sell |
5,768
-1,484
| -20% | -$65.6K | 0.01% | 918 |
|
|
2024
Q3 | $253K | Buy |
7,252
+4
| +0.1% | +$139 | 0.01% | 981 |
|
|
2024
Q2 | $222K | Sell |
7,248
-428
| -6% | -$13.1K | 0.01% | 913 |
|
|
2024
Q1 | $214K | Buy |
+7,676
| New | +$214K | 0.01% | 919 |
|