IWS
Insight Wealth Strategies’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
46,273
+31,794
| +220% | +$1.79M | 0.33% | 83 |
|
|
2025
Q1 | $2.4M | Sell |
14,479
-623
| -4% | -$103K | 0.32% | 86 |
|
|
2024
Q4 | $2.67M | Sell |
15,102
-3,584
| -19% | -$633K | 0.36% | 80 |
|
|
2024
Q3 | $2.6M | Buy |
18,686
+125
| +0.7% | +$17.4K | 0.34% | 76 |
|
|
2024
Q2 | $2.28M | Sell |
18,561
-6
| -0% | -$736 | 0.32% | 76 |
|
|
2024
Q1 | $2.07M | Sell |
18,567
-2,272
| -11% | -$254K | 0.3% | 86 |
|
|
2023
Q4 | $1.73M | Buy |
20,839
+1,171
| +6% | +$97.1K | 0.28% | 89 |
|
|
2023
Q3 | $1.7M | Buy |
19,668
+1,482
| +8% | +$128K | 0.33% | 63 |
|
|
2023
Q2 | $1.51M | Buy |
18,186
+17
| +0.1% | +$1.41K | 0.29% | 67 |
|
|
2023
Q1 | $1.5M | Buy |
18,169
+103
| +0.6% | +$8.5K | 0.29% | 61 |
|
|
2022
Q4 | $1.31M | Buy |
+18,066
| New | +$1.31M | 0.25% | 75 |
|