Janney Montgomery Scott’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.7M | Sell |
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|
2025
Q2 | $12.3M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.37M | Buy |
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|
2024
Q1 | $8.02M | Buy |
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|
2023
Q4 | $5.81M | Sell |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $13.6M | Buy |
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|
2022
Q4 | $6.13M | Sell |
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|
2022
Q3 | $5.44M | Buy |
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|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $5.88M | Sell |
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|
2021
Q4 | $7.47M | Buy |
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|
2021
Q3 | $5.84M | Buy |
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|
2021
Q2 | $5.96M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $3.51M | Buy |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $1.75M | Buy |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $2.18M | Buy |
|