Inspire Advisors’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 | $2.02M | Buy |
36,495
+5,531
| +18% | +$306K | 0.21% | 83 |
|
|
2025
Q1 | $1.28M | Sell |
30,964
-9,604
| -24% | -$398K | 0.15% | 101 |
|
|
2024
Q4 | $1.79M | Hold |
40,568
| – | – | 0.22% | 73 |
|
|
2024
Q3 | $1.41M | Sell |
40,568
-3,508
| -8% | -$122K | 0.17% | 86 |
|
|
2024
Q2 | $1.35M | Sell |
44,076
-3,852
| -8% | -$118K | 0.18% | 79 |
|
|
2024
Q1 | $1.34M | Buy |
47,928
+5,880
| +14% | +$164K | 0.19% | 47 |
|
|
2023
Q4 | $871K | Buy |
42,048
+27,084
| +181% | +$561K | 0.13% | 98 |
|
|
2023
Q3 | $324K | Buy |
14,964
+36
| +0.2% | +$779 | 0.06% | 193 |
|
|
2023
Q2 | $310K | Buy |
14,928
+1,632
| +12% | +$33.9K | 0.06% | 163 |
|
|
2023
Q1 | $274K | Sell |
13,296
-364
| -3% | -$7.51K | 0.06% | 135 |
|
|
2022
Q4 | $247K | Sell |
13,660
-164
| -1% | -$2.97K | 0.06% | 125 |
|
|
2022
Q3 | $221K | Buy |
+13,824
| New | +$221K | 0.06% | 106 |
|