Insight Wealth Strategies’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
Q3
$2.94M Sell
2025
Q2
$2.61M Sell
2025
Q1
$2.4M Sell
2024
Q4
$2.67M Sell
2024
Q3
$2.6M Buy
2024
Q2
$2.28M Sell
2024
Q1
$2.07M Sell
2023
Q4
$1.73M Buy
2023
Q3
$1.7M Buy
2023
Q2
$1.51M Buy
2023
Q1
$1.5M Buy
2022
Q4
$1.31M Buy