Joel Isaacson & Co’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 | $550K | Buy |
9,935
+15
| +0.2% | +$831 | 0.02% | 240 |
|
|
2025
Q1 | $411K | Buy |
9,920
+316
| +3% | +$13.1K | 0.02% | 267 |
|
|
2024
Q4 | $424K | Buy |
9,604
+12
| +0.1% | +$530 | 0.02% | 251 |
|
|
2024
Q3 | $334K | Buy |
9,592
+20
| +0.2% | +$697 | 0.02% | 276 |
|
|
2024
Q2 | $293K | Buy |
9,572
+20
| +0.2% | +$613 | 0.02% | 278 |
|
|
2024
Q1 | $267K | Buy |
+9,552
| New | +$267K | 0.01% | 288 |
|