Integrated Advisors Network’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 | $317K | Sell |
5,730
-2,074
| -27% | -$115K | 0.01% | 601 |
|
|
2025
Q1 | $323K | Sell |
7,804
-7,276
| -48% | -$301K | 0.02% | 561 |
|
|
2024
Q4 | $666K | Buy |
15,080
+824
| +6% | +$36.4K | 0.03% | 382 |
|
|
2024
Q3 | $497K | Buy |
+14,256
| New | +$497K | 0.02% | 463 |
|
|
2023
Q4 | – | Sell |
-21,792
| Closed | -$472K | – | 677 |
|
|
2023
Q3 | $472K | Sell |
21,792
-352
| -2% | -$7.62K | 0.03% | 422 |
|
|
2023
Q2 | $460K | Sell |
22,144
-35,096
| -61% | -$729K | 0.03% | 452 |
|
|
2023
Q1 | $1.18M | Buy |
57,240
+284
| +0.5% | +$5.86K | 0.07% | 262 |
|
|
2022
Q4 | $1.03M | Sell |
56,956
-2,088
| -4% | -$37.8K | 0.07% | 282 |
|
|
2022
Q3 | $943K | Buy |
59,044
+2,732
| +5% | +$43.6K | 0.06% | 278 |
|
|
2022
Q2 | $774K | Buy |
56,312
+4,924
| +10% | +$67.7K | 0.05% | 324 |
|
|
2022
Q1 | $847K | Buy |
+51,388
| New | +$847K | 0.05% | 340 |
|