J.P. Morgan Private Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,004
Closed -$268K 1669
2023
Q1
$268K Buy
+13,004
New +$268K ﹤0.01% 1725
2022
Q1
Sell
-27,836
Closed -$553K 2039
2021
Q4
$553K Buy
+27,836
New +$553K ﹤0.01% 1511