Inspire Investing’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 | $12M | Buy |
215,690
+26,326
| +14% | +$1.46M | 1.3% | 9 |
|
2025
Q1 | $7.84M | Buy |
189,364
+30,936
| +20% | +$1.28M | 0.93% | 11 |
|
2024
Q4 | $7M | Sell |
158,428
-23,920
| -13% | -$1.06M | 0.78% | 14 |
|
2024
Q3 | $6.35M | Buy |
182,348
+8,752
| +5% | +$305K | 0.65% | 20 |
|
2024
Q2 | $5.32M | Sell |
173,596
-23,520
| -12% | -$721K | 0.61% | 23 |
|
2024
Q1 | $5.5M | Buy |
197,116
+11,524
| +6% | +$322K | 0.56% | 34 |
|
2023
Q4 | $3.85M | Buy |
185,592
+6,224
| +3% | +$129K | 0.42% | 45 |
|
2023
Q3 | $3.88M | Sell |
179,368
-51,148
| -22% | -$1.11M | 0.5% | 37 |
|
2023
Q2 | $4.79M | Buy |
230,516
+5,632
| +3% | +$117K | 0.58% | 29 |
|
2023
Q1 | $4.64M | Buy |
224,884
+22,016
| +11% | +$454K | 0.59% | 32 |
|
2022
Q4 | $3.67M | Buy |
202,868
+179,520
| +769% | +$3.25M | 0.47% | 39 |
|
2022
Q3 | $373K | Sell |
23,348
-3,332
| -12% | -$53.2K | 0.05% | 210 |
|
2022
Q2 | $367K | Buy |
26,680
+300
| +1% | +$4.13K | 0.05% | 223 |
|
2022
Q1 | $435K | Sell |
26,380
-708
| -3% | -$11.7K | 0.05% | 240 |
|
2021
Q4 | $538K | Buy |
27,088
+4,652
| +21% | +$92.4K | 0.06% | 218 |
|
2021
Q3 | $350K | Buy |
+22,436
| New | +$350K | 0.04% | 276 |
|