Intercontinental Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $564K | Buy |
27,140
+936
| +4% | +$19.4K | 0.13% | 171 |
|
|
2023
Q1 | $541K | Sell |
26,204
-604
| -2% | -$12.5K | 0.14% | 177 |
|
|
2022
Q4 | $485K | Hold |
26,808
| – | – | 0.14% | 162 |
|
|
2022
Q3 | $428K | Buy |
26,808
+508
| +2% | +$8.11K | 0.13% | 176 |
|
|
2022
Q2 | $362K | Sell |
26,300
-388
| -1% | -$5.34K | 0.1% | 201 |
|
|
2022
Q1 | $440K | Buy |
26,688
+264
| +1% | +$4.35K | 0.1% | 194 |
|
|
2021
Q4 | $525K | Buy |
26,424
+11,424
| +76% | +$227K | 0.11% | 177 |
|
|
2021
Q3 | $234K | Sell |
15,000
-2,144
| -13% | -$33.4K | 0.05% | 262 |
|
|
2021
Q2 | $282K | Buy |
17,144
+2,632
| +18% | +$43.3K | 0.06% | 242 |
|
|
2021
Q1 | $265K | Buy |
+14,512
| New | +$265K | 0.06% | 228 |
|