Joel Isaacson & Co’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
$684K Buy
2025
Q2
$550K Buy
2025
Q1
$411K Buy
2024
Q4
$424K Buy
2024
Q3
$334K Buy
2024
Q2
$293K Buy
2024
Q1
$267K Buy